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How to Start a New Regular Backup in SureFire?

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📊 Step-by-Step Guide

Step 1: Open the Regular Backup option

Use this to start the backup process.

Click the Tools menu, point to Backup to Disk and select Regular Backup.

Step 2: Start a new backup

Use this to begin creating a new backup.

Select Start a new backup.

Step 3: Choose what to include

Use this to control which files are included in the backup.

Select the Include E-Files check box if you wish to include regular and decorated files (files needed for reject processing) and Federal archive e-files with the backup.

Select the Include Deleted Returns check box to include previously deleted returns with the backup.

Step 4: Confirm the initial backup settings

Use this to proceed to selecting users and returns.

Click OK.

Step 5: Select the user name(s)

Use this to choose whose returns will be backed up.

Select the user name(s) whose returns you want to back up and click OK.

Step 6: Select the return(s) to back up

Use this to choose specific returns from the list.

Select the return(s) you want to back up from the list by doing one of the following:

• Click each individual file to be included in the backup and click OK.
• To choose a list of sequential files, click the first one, press and hold the Shift key, and click the last one and click OK.
• To choose a list of non-sequential files, click the first one, press and hold the Ctrl key, and click additional files and click OK.
• Click the Select All button.

Click OK.

Step 7: Choose where to save the backup

Use this to select the storage location for the backup.

Select the drive and directory where you want the backup to be saved, and click OK.

Click OK.

Tags: install,setup