You can back up a single client case to another directory or server. Depending on your preference settings, this process can be executed from the File menu or the EZ-Manage™ window.

1. To open the Back Up Client File window, do one of the following:

• If you are using the default setup for case management:
  
  • Open the client file you want to back up. For more information, see How do I open an existing client case?
  • Select File>File Operations>Backup Current Client from the main menu bar.

• If you have set your preferences to use Case Management:
  
  • Select the client file you want to back up in the EZ-Manage window.
  • Click Backup in the left menu bar.

2. To back up a client file, do the following:

• In the Backup drive list, select the drive or server to which you want to back up the currently opened file (displayed in the Client File box), and click OK.
  If a client file corresponding to the backup file already exists in your Active Clients directory, a confirmation message appears.
• Click Yes to replace the existing file.
  A final message appears confirming the backup.
• Click OK again to back up the <client name>.ezz file to the specified location.
  

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