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Copy a PrintBoss Bank for use with a new Company

Problem Details: 

Copy a PrintBoss Bank for use with a new Company

 

Solution:

In order to add a new bank for a new bank in PrintBoss with the same settings as for another bank or company, follow these steps:

  1. Open PrintBoss (Start -> PB32 Program)

  2. Log in (if necessary)

  3. Edit -> Bank List

  4. Open the existing Bank and take note (or screen shots) of all settings

  5. Open/create a new bank entry

  6. Enter the new bank settings to be the same as the existing bank except account information and address as necessary

  7. Test printing from the new bank/company


Please also see the following related articles on the BAASS BC Knowledgebase:

How to change a user's printer in PrintBoss

PrintBoss forms are not printing or emailing

Error: It is illogical for PrintBoss to print to itself

Adding a New Bank to PrintBoss

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