Before you can begin entering the details of your SnapShot, you must give it a name. You might also want to take advantage of the timesaving option to default the settings of your new SnapShot based on another pre-existing SnapShot. This feature is handy when there is a System Snapshot that you would like to change slightly.
Entering a SnapShot Name:
- From the Trustee Suite Main Menu toolbar, select the ‘SnapShots’ tab, which invokes the screen shown below, then select the ‘Snapshot Maintenance’ link, which generates the SnapShot Maintenance screen (the second screenshot shown below).
- Click on the ‘New’ button to invoke page 1 of the SnapShot Wizard (shown in the second screenshot below).
- Type the name of your new SnapShot in the field provided.
- You can default the settings of your new SnapShot based on fields used in an existing SnapShot. If you wish to do this, select the existing SnapShot’s name from the drop-down list in the center of the screen, as shown below.
Note: This functionality includes the System SnapShots in green text, which cannot be modified, but you can still default the settings of your new SnapShot based on the fields used in an existing System SnapShot contained in the drop-down list below.
- Enter a brief description of the SnapShot being created in the ‘Description:’ field (shown in the screen above).
- Click on ‘Continue’ to invoke page 2 of the SnapShot Wizard covered in the Entering a SnapShot Filter page of this Help File.
