How to move EFIN (i.e., bank approval) information from one copy of the program to another

How to move EFIN (i.e., bank approval) information from one copy of the program to another

SUMMARY

This article demonstrates how transfer EFIN information from one computer to another. This article may be useful if you need to transfer EFIN or bank approval information to a non-networked and non-transmitting copy of the program.

MORE INFORMATION

To move EFIN information to a non-transmitting copy of the program, you will need to create a copy of the EFIN information found on the transmitting computer and then import the information to the program that needs them.

QUICK RESOLUTION STEPS

1st Step: Back up files on up-to-date the program

In the program, go to Utility>Updates. Click the Create Disk(ette) tab, select the EFIN check box (and any other updates you want to transfer), click Browse to select where you want to save the back up files and then click the Create button. Move these back up files to the other computer using the preferred media (USB flash drive, CD, e-mail, etc.).



2nd Step: Load the backup files on the program that is out-of-date

In the program, go to Utility>Updates again. Click the Load Updates tab, click Browse to and browse to the location that contains the backed up EFIN information and then click Load button to load the EFIN information.

DETAILED RESOLUTION STEPS

1st Step: Back up files on up-to-date the program

  1. On the Work In Progress Summary screen of the transmitting program, click the Utility menu and then click Updates.
  2. In the Software Updates window, click the Create Disk(ette) tab.
  3. Click the Browse button to browse to the location where you want to save the EFIN information.
  4. Select the EFIN check box and then click the Create button.
The information will now be backed up to the location that you designated.

2nd Step: Load the backup files on the program that is out-of-date

  1. On the Work In Progress Summary screen of the program that does not have the EFIN information, click the Utility menu and then click Updates.
  2. In the Software Updates window, click the Load Updates tab.
  3. Click the Browse button to browse to the location that contains the EFIN back up.
  4. Select the EFIN check box and then click the Load button.