Importing an inquiry from another database

If your firm is using only one database, inquiries that other employees create automatically appear on the Inquiry menu if your security settings allow you access to them.

You only need to import an inquiry when one of the following occurs:

• Another person (such as your consultant) creates the inquiry in a different database and then exports it for your use.
• You backed up your custom inquiries by exporting them so that you could install an Ajera update that contains Inquiry changes.

To import an inquiry:

1. Save the inquiry you want to import to a location accessible to you.
2. From the Inquiry menu, click Manage Custom Inquiries.
3. Click the Import button.
4. Browse to the location where the inquiry is stored. Inquiries have a file extension of .iq. Select the inquiry, and click Open.
5. Close the Manage Custom Inquiries window. The inquiry appears on the Inquiry menu for all employees with security access to it.

See also

Exporting an inquiry

Exporting to Outlook

Exporting to Excel

Exporting to Acrobat