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Send a Board to the Target Server

In order to share a board with another agency, you must send the board file to them. To do so, you may want to create a zipped file and email the board. It is necessary to create a zipped file because some email servers may strip out board code they deem malicious, corrupting the board file.

After the agency receives the board, it must be unzipped and then imported on the target server.

To send a board with input views to Dual Commit
  1. In the Admin window, go to Process: Boards. The Boards page opens.

  2. Click the name of the board you want to share.

  3. Click Board Editor.

  4. In the Input Views section, click the name of the input view.

  5. In the Settings section, click Dual Commit.


  6. Click Add Server.

  7. From the Server drop-down list, select the server.

  8. If you want all posts to be dual-committed by default, select the Auto check box. Clear the check box if you want users to selectively decide which entries to send to Dual Commit.

  9. Click Save.

  10. Repeat steps 5-9 for each input view.

  11. When you are finished, click Save.

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