Copying User Files

You use the Copy User Files tab to copy one user's process maps, private custom reports and private custom forms to another user.

Note: Because process maps, custom reports and custom forms are located in each user’s private User Data folder and not in a database, you cannot use the 7-2-2 User List in Sage 100 Contractor to copy a user's process maps or private custom reports and forms to another user.

To copy files from one user to another:

  1. In Database Administration, click Toolbox > Copy User Files.
  2. In the Select user to copy file from box, select the user whose files you want to copy.
  3. In the Select type of files to copy box, select one of the following types of files:
    • Private custom reports
    • Private report forms

    • Process maps

    On the lower left side of the tab, a checklist appears, showing all the external files for the selected user.

    Another list shows all the Sage 100 Contractor users that have a personal User Data folder.

  4. In the Select files to copy box, select specific files to copy to other users.

  5. In the Copy files to selected users box, select the users who need the copied files.

    Tip: To select all the displayed files, click the first file in the list, press Shift+End, and then press the Spacebar.

  6. Click [Copy Files].

    Note: If a file in the target folder has the same name as a file you are copying, you must confirm whether to overwrite the existing file or skip it.