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1. Select Microsoft Dynamics GP >Tools > SmartList Builder > Import. 
2. Select the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
3. Select the appropriate XML file and choose select Open. Then click select Import. When the import finishes, a message appears indicating the import process has completed. Click select OK.
4. Repeat the steps import additional XML files, as needed.

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1. Select Microsoft Dynamics GP > SmartList. 
2. Select Export/Import and then Import.
3. Select Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects. 
4. 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.
5. Select the appropriate XML file(s) and choose select Open. Then click select Import. When the import finishes, a message appears indicating the import process has completed. Click select OK.
6. Repeat the steps to import additional XML files, as needed.
7. Close the SmartList window and then re-open to complete the import process.

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1. Select SmartList.
2. Scroll down to the objects that begin with Signature. Click on  
3. Select an object to display the records for that object. Records appear in the right pane of the window.
4. To select a Go To item, select a record for that object, and choose select the Go To... button. Select an item from the Go To menu. You can also double-click a record to display the default Go To item, which is the first item in the Go To menu.

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1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to choose select the SmartList ID of the object you would like to duplicate. The Equipment Management SmartList Builder objects that you imported are identified with _S_EMS_{_}.
3. Select Options > Duplicate....
4. Select SmartList as the New List Type. You can also duplicate the template into Excel Report Builder; see Creating a SmartList Object Excel Report for details.
5. Enter a New List ID and New List Name, and choose select Duplicate.
6. The new SmartList opens and can be edited in the SmartList Builder window. We recommend modifying this copy, as any changes that you make to the original template will be lost if you need to re-import SmartList Builder objects.

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1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to choose select the SmartList ID of the object you would like to duplicate. The Signature SmartList Builder objects that you imported are identified with S_ for Service Management or Job Cost and EMS_ for Equipment Management.
3. Select Options > Duplicate.
4. Select Excel Report as the New List Type.
5. Enter a New List ID and New List Name for the Excel Report, and choose select Duplicate.
6. The new report opens in Excel Report Builder, where you can modify the Excel Report. Refer to the SmartList Builder (with Excel Report Builder) user documentation for more details.

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1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder. Select the lookup button in the SmartList ID field and complete the following steps for each Signature object displayed in the list:
2. Highlight the Signature object in the list and choose choose Select.
3. Select the Go To... button. All available Go To locations display. Here you can Add, Edit, or Remove Go To items. When you are finished, Select select OK.
4. In the SmartList Builder window, select Save. When the information has saved, the window will clear.
5. When you have completed these steps for each object in the list, close the SmartList Builder window. Open the SmartList window under Microsoft Dynamics GP > SmartList. The following message will appear: SmartList Builder has detected changes to be made. Do you want to make these changes now? Click select Yes. The update will take a few moments.

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