To import a portfolio into TakeStock:


    1. In the TakeStock Explorer, select the TakeStock 2 folder in which to import the portfolio.

    2. Select the File | Import menu command.

    3. The TakeStock 2 Import Wizard window appears.  Click Next to continue.

    4. Select the type of data you want to import, i.e. a TakeStock 2 portfolio or data from a CSV (comma separated file).  Then select the file to be imported and click Next.

    5. Select the TakeStock 2 folder into which the portfolio should be imported and click Next.

    6. The portfolio will be imported into the selected folder.

    7. Click Close to exit the wizard.


See also:


Created with the Personal Edition of HelpNDoc: Make Documentation a Breeze with a Help Authoring Tool