You can back up all client cases or a select group of cases to another directory or server. Depending on your preference settings, this process can be executed from the File menu or the EZ-Manage™ window.
Note: To enable retrieval of client case files in the event of data loss, EZ-Filing recommends that you routinely back up client files to another directory or server.
- To open the Back Up Client Files window, do one of the following:
- If you are using the default setup for case management, select File>File Operations>Backup All Clients from the main menu bar.
- If you have set your preferences to use Case Management, click Backup ALL in the left menu bar of the EZ-Manage window.
- In the Backup drive list, select the drive or server to which you want to back up the files.
- To select the files for backup, do one of the following:
- To back up every client case, verify that ALL Client Files is check-marked, and click OK.
- To back up a specific list of client cases:
- Uncheck ALL Client Files.
- Check-mark the client files in the list that you do want to back up, and click OK.
An ezclient.zip file is created and placed in the specified location.