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How do I restore backup files in the desktop version of SureFire?


🔍 Title: How do I restore backup files in the desktop version of SureFire?

This guide shows you how to restore backup files in the desktop version of SureFire.

⚠️ Before You Begin

Make sure you have the backup file available on disk so you can select the correct drive and directories during the restore process.

📊 Step-by-Step Guide

Step 1: Start the Restore Process

Use this when you need to begin restoring a backup.

Go to Tools > Restore From Disk > From Regular Backup.

Step 2: Select the Backup Location

Use this when you need to point SureFire to where the backup file is stored.

Select the Drive and Directories where the backup file is located, and click OK.

Step 3: Choose the Destination User

Use this when you need to decide which user will receive the restored returns.

In Select Destination User, click the arrow to display users. Select the user to which you want to restore the returns, and then click OK.

Step 4: Choose the Originating User(s)

Use this when you need to specify which user returns you want to restore from the backup.

In Select Originating User Name(s), select the user names whose returns you want to restore, and then click OK.

📝 Note

SureFire displays the Restoring to box. If you select more than one user name, each user's list of returns appears consecutively.

Step 5: Select Returns to Restore for Each User

Use this when you need to choose exactly which returns to restore.

Select the returns you want to restore for each user and click OK.

The Restore Summary window shows you:

  • How many returns were restored for each user
  • Number of versions
  • Number of return attachments
  • Archived deleted returns
  • e-files
  • Inactive returns
  • Client letters

Click OK.

Step 6: Finish the Restore

Use this when you need to confirm the restore has completed.

On Restore complete, click OK.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup