ANSWER ID:36108

An OSB file can be created manually or automatically depending on the set up of the backup mechanism within BankLink Books.

To create a backup file automatically :

1. 1. Click the File option from the top left hand corner and choose Preferences
2. 2. From the Preferences window click on the Backups tab.
3. 3. On the Backups tab - the default setting is do nothing. From here you can choose to either

� Prompt me for a Backup Directory

� Backup Automatically

   4. Once an option is chosen set the Backup client file to field to where you want to save the client file to.

   5. Click the Browse button to the right of the Backup client file to field to select a different directory if required.

When the client file is saved or closed, BankLink Books will either prompt the user to save a backup or if set to automatic it will automatically save an backup file to the directory.

To create a backup file manually :

1. 1. Open the client file and select the File option from the top left hand corner.
2. 2. Choose the Backup option.
3. 3. From the Backups window click the Browse button to select where to save the backup file to. A file will be saved to the location that reads clientcode.osb

If you have saved a backed up file and need to restore it into BankLink Books :

1. 1. Open BankLink Books and click on the Open option from the top left hand corner.
2. 2. Use the Browse button to browse to the location of the file and select the file.
3. 3. Check the File Name field contains the correct file.
4. 4. Select the file and click on Open.
5. 5. The Restore Client File window will appear. Click Yes to proceed with the restore.
6. 6. BankLink Books displays an Information window informing you that the file restore process has been completed

PRODUCT: BankLink Books