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Importing and Exporting Rules
Importing and Exporting Rules
Performing a Rule Export
In RecordPoint:
- Under the Management menu, select Settings
- Select Rule Settings
- Select Export Rules
- Specify whether to open/save the file
- This will open/save the rules as an XML file
Performing a Rule Import
In RecordPoint:
- Under the Management menu, select Settings
- Select Rule Settings
- Provide a path to the rules you want to import, using the browse button
- Browse to the RecordPoint XML rule file to upload, select and open
- Specify whether to delete all existing rules prior to import as part of the process by ticking the check box
- Select Import Rules to import
, multiple selections available,
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