The Archive option provides the ability to create a backup copy of a specific session including all merge/trust information and phrase/document selections. This feature is a convenient way to:

• Share sessions with others in a non-networked environment
• To move sessions between work and home computers
• Back-up sessions to a different location on a network for retrieval at a later date

Sessions may be archived to external media or to a different area of the network. This utility should NOT be relied on as a way to protect the firm's complete database or to move an entire installation from one machine to another. For more information on these areas, see the Tech Tip article on Backing Up Your Data.

To archive a session, access Generation/Session in your Cowles Trust Plus or TrusTerminator software, highlight the appropriate session, and click Archive.

If you are archiving to external media, be sure the media is in the appropriate drive. You will be prompted to select the drive to which the data files should be saved.

If you normally use a different drive than the one that initially appears in this window, you may change the default Archive Drive in the System/Preferences area of the system on the Settings tab.

If more than one session is to be archived to the same location, each archived session must have a separate folder. Once the session has been archived, the archived files may also be easily compressed (using some type of zip or compression software), and attached to an email.

After the session has been archived, you will be given the option of deleting the session from the system. If you wish to leave the session on your system, answer "No" to the prompt.

Deleting the session will not delete the client record since a client file may be linked to more than one session, e.g., a revocable trust and an irrevocable trust. If the client file (found in System/Client) was manually deleted by the user when the session was archived, it will automatically be re-added during reloading.

To reload a session that has been previously archived, access Generation/Session in your Cowles Trust Plus or TrusTerminator software and click Reload. If your archived session is on external media, be sure the media is in the appropriate drive and click the Reload option. The data files will be reloaded onto the hard disk and a new session number will be assigned and added to the end of the session number list. If the client file (found in System/Client) was manually deleted by the user when the session was archived, it will automatically be re-added during reloading.

Sessions may also be archived and reloaded utilizing different mapped locations on the network.