Import a New Client

Use the menu bar to import a new client into Exchange Manager.

To import a new client

1. From the menu bar, click File > Import > Client. The Open dialog box appears.

2. Click the file that contains the client information to import and then click Open. A confirmation dialog box appears.

3. Click OK. The client name appears in the Clients pane.

4. In the Clients pane, double-click the client name. The [Client Name] tab appears in the Information pane.

5. Complete the information on the General, Import Files, and Export Files tabs and then, in the toolbar, click Save. For more information, see General Configuration, Import Files, and Export Files.

Related Topics

General Configuration

Import Files

Export Files

Client Configuration