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Create New Family File with Settings from a previous one

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    Create New Family File with Settings from a previous one

    I would like to create a new family file with all the preferences from a current one, including views and source templates. Is there a way to do this without having to reinvent the wheel. I searched the forum, but didn't see anything that was applicable.
    Thanks.
    Carole

    #2
    Before you do the steps below, make a backup of your current family file.

    Open your existing family file with all your custom views, source templates, chart style, etc
    Use File->Export. In the export dialog exclude people, source, media.
    Save that export file (call e.g. MyPrefs).
    You now have an empty file with all the preferences.


    Scherm?afbeelding 2025-10-03 om 18.41.30.png

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