PIM lets you share your settings across all your team's devices so everyone is working from the same setup — the same Inspection Areas, Property Profiles, and Shorthand Words. You can bring across everything, or choose exactly which settings to import. This guide covers how to upload settings from one device and download them to others.
Contents
- When to share settings
- Restore All vs Merge vs Choose What to Import
- Step 1 — Upload settings
- Step 2 — Download settings
- Choosing what to import
When to share settings
Sharing is useful in any of these situations:
Restore All vs Merge vs Choose What to Import
When downloading settings, PIM asks how you want to bring them in. Here is how the options differ:
| Option | What it does | Best for |
|---|---|---|
| Restore All | Wipes the device's current settings and inspections, then replaces them with the shared settings. Cannot be undone. | Brand-new devices, or when you want a completely clean slate. Only use if you have already submitted any inspections you want to keep. |
| Merge | Adds all of the shared settings to what is already on the device. Existing inspections are kept safe. | Most situations — especially if the device already has inspections in progress. |
| Choose What to Import NEW | Brings across only the settings you select. They are merged into the device, and anything you leave off stays exactly as it is. Existing inspections are kept safe. | Adding just what you need, for example only Shorthand Words, Email Settings or Quick Check Labels from a colleague's device or an office setup. |
Step 1 — Upload settings from one device
Do this on the device that already has the settings you want to share. Make sure the Inspection Areas, Property Profiles, and Shorthand Words are set up exactly as you want them for the whole office before uploading.
Your settings are now available for any device in your office to download.
Step 2 — Download settings to each device
Do this on every device that needs to receive the shared settings.
- Devices — a settings file uploaded from a team member's device in Step 1. Select it to use those settings.
- Office — an office setup file, such as one uploaded by your Web Admin or a custom file prepared by PIM Support (for example Remote Setup). Select this if you have been asked to by the support team.
Your updated PIM settings are now ready to use on this device. Repeat Step 2 on each device in your office.
Choosing what to import
Choose What to Import is available in PIM 6.0.1 and later. Use it when you only want some of the settings in a file, for example only Shorthand Words, Email Settings or Quick Check Labels.
Depending on what the settings file contains, you can choose from:
- App settings
- Email settings
- Inspection areas
- Property Profiles
- Quick Check Labels
- Shorthand Words
If you need any help, please contact PIM Support and we'll be glad to assist.
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