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System: Import system settings

Updated over 2 months ago

You use the Import system settings menu item if, for example, you want to transfer your layouts and document rules to other instances, send worklists to an employee or assign authorisations via profiles.

This allows you to work with standardised software and the same views, menus, etc. throughout your company. This helps you to introduce the software more quickly and standardise work processes.

Importing system settings

If you have received a system file (usually *.pck format), import it via Organisation > Administration > System > Import system settings. All data to be transferred is imported once and applied directly.

Click on the Upload button and select the file from your hard drive.

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All settings that can be imported with this file by selection are displayed in the table. Select some or all of the settings and then click on Import to apply the settings.

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