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  1. Choose Microsoft Dynamics GP > SmartList. Choose Export/Import and then Import.
  2. Choose Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects. If you have purchased SmartList Builder, you will want to import the objects for SmartList Builder. See the previous section for information on importing SmartList Builder objects.
  3. Select the appropriate XML file(s) and choose Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Click OK.
  4. Repeat the steps to import additional XML files, as needed.
  5. Close the SmartList window and then re-open to complete the import process.

Using SmartList Building Objects

  1. Choose Microsoft Dynamics GP > SmartList.
  2. The first time you open the SmartList window after importing Smart List Builder objects, you receive a message indicating that changes have been detected. Choose Yes to update SmartList to include new templates and open the SmartList window.
  3. On the left-hand pane, expand the Signature Equipment Management folder to view the list of Equipment Management SmartLists, including the templates that you imported.