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FILE MANAGEMENT

SET UP THE FILE - When you are using any Builder-BOS app, you can save the information you have entered at any point. Simply "Save" the file. The file will save as a JSON file. Go to your Downloads after saving. Rename the file so you can find it again for all future uses of the app and then save this file to your "Projects" or any other folder.

USE THIS FILE - On the website, open the app you wish to use. Select "Load" in the bottom left of the file, and load the file from the folder where you saved it. The company information you entered in the first step will load, and you can begin entering more information or editing the existing information.

TO SAVE THE PROJECT FILE - Use the "Save" button below. The file will save as a JSON file. Go to your Downloads after saving. Rename the file to fit your file structure naming convention. Move this file to the appropriate folder on your computer.

TO RELOAD AN EXISTING FILE - Use the "Load" button below. Select the previously-saved file from the project folder on your computer and reload to the app. Create the next document in the series or make any changes you wish.

TO SAVE A RELOADED FILE - Use the "Save" button below, and follow the instructions above to save the new file. You can either overwrite the file by using the same file name or create a new file by providing a new date or version number as part of the file name.

IF THE FILE DOES NOT LOAD CORRECTLY - You may be trying to load a version of the file into an update of the platform in which there was a structural change. If that is the case, re-input the information.