System: Import system settings

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

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

Importing system settings

If you have received a system file, import it via Organization > Administration > System > Import system settings. All data to be transferred is imported once and applied directly.

Click on the Upload button (1) and select the file from your hard disk (2).

All settings that can be imported with this file by selection are displayed in the table. Select some or all of the settings (1) and click Import (2) to apply the settings.