Field Definitions: PM Transfer Form

The following is a list of field descriptions for the PM Transfer form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Source

Enter where you would like to remove the document templates from or press F4 to select it from a list.

Document templates are created and maintained using PM Create & Send Locations .

Destination

Enter the document location where the template will be moved to or press F4 to select one from a list.

Document locations are created and maintained using PM Create & Send Locations .

Word Templates (.dot)

Check the box next to each template you would like to transfer. You can use SHIFT to select a consecutive list of templates or you can click Select All to select all of the templates in the list.

NOTE: The list will not include:

  • templates that are saved in both the source and destination document locations

  • templates that have not be set up using PM Create & Send Templates

Select All

Check this box to move all templates in the list.

NOTE: The transfer process will skip all templates that were not set up using PM Create & Send Templates .