Importing / Exporting Custom Screens

Note: You may require Administrator rights to import or export custom screens.

Custom Screens can be exported and supplied to another Practice / Database for them to import into their EXACT. We have a supply of in house Custom Screens you can download and import on our Custom Screen Archive article

Exporting a Custom Screen

1. Go to Configure->Custom Screens
   

2. Highlight the Custom Screen you wish to export and click on the Export button in the bottom right.
   

3. Select a location to save the custom screen (eg Desktop) and call the file something appropriate (It must end in .CSV)

You can now transfer this file to another database.

Importing a Custom Screen

1. Go to Configure->Custom Screens
   
2. Click Import 
   
3. Find the downloaded custom screen .CSV file and import. It may ask you to rename it if an existing Custom Screen with the same name already exists.

To begin using this custom screen you will need to attach it to a service or as an extra tab

Add to Service

Add as an Extra Tab