Running Templates

Running Saved Import Templates

If you had previously imported a file using the Import Wizard and saved that to an Import Template, you can automatically perform an import using the settings saved for that Template.

To run an Import Template:

Click on the File Menu from the top of Easy Access and choose the Import Menu. You will be presented with the following menu.

New
Edit
(Template #1) (The name of your first template)
(Template #2) (The name of your second template)
(Template #3) (The name of your third template)

Select the template you want to import. Easy Access will verify that you indeed want to import from the selected template. If you confirm this is what you want to do, Easy Access will automatically import your file with the settings, mappings, departments, bureaus, products that you had previously set up. Once complete, Easy Access will start the sending process if that option was selected in your template.

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