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Home > All Product Support > Transact - Transfer Transaction Templates from TransactionDesk
Transact - Transfer Transaction Templates from TransactionDesk
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You can send a copy of a Transaction Template from TransactionDesk to the new Transact. From the templates page of TransactionDesk, open the menu for a selected transaction then click Send To Transact. 

 

Note that you can only send a template that you have created, and you are only able to transfer a transaction template once. Office level transactions will default to personal templates when they are copied and sent to Transact.

 

 

 

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