Setup Data

Setup Data is a consolidated group of data that includes the following types of information that you use regularly in ATX:

• Preferences - all the preferences you've selected for your system
• Security Manager information that you've set up
• Print Packet settings
• Custom Client Letters
• Customized Master Forms
• EFIN Enrollment Data
• Unpostable Funds records
• Enhanced Asset Management settings
• PRS purchases

To make sure that your Setup Data can be retrieved if you ever need it, you should use the new Setup Data check box on the Backup dialog box to backup this important information. In the event of a system failure, you can restore this information to ATX from the Restore dialog box.

For illustrations and/or instructions, see Manual Backup or Restoring Other Data.