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IntelliShare: Synchronize Your Family Files on Two or More Computers

Author: Reference Number: AA-00415 Views: 26936 Created: 2013-11-11 05:24 PM Last Updated: 2014-11-26 10:11 AM 0 Rating/ Voters

Legacy’s IntelliShare feature makes it easy for groups of two or more Legacy users to coordinate their work and stay caught up on each other's changes.

Intellishare is also ideal for a single user who wants to keep his/her family files in sync on two or more computers that he/she owns. (Think of the other computers as other users.)

During the merge process Legacy will search for all records with matching IntelliShare values and then automatically combine those that have exactly the same value. These are the records where no changes have been made. At the end of the automatic merge sweep, Legacy will display only the records where changes have been made by one or more persons. Click Here for more information.

To start an IntelliShare Merge:

1. Import one file into another. See Split Screen View: How to Copy Between Two Family Files.

2. Use the file you just imported into.

3. Click on Tools > Merge Duplicates > Find Duplicates....

4. Do a backup if prompted. When the backup is complete, the Merge Options Screen will open.

5. Select the Special Duplicate Searches tab.

6. Select Use IntelliShare to AutoMerge (the last option at the bottom) and click Continue.

7. The IntelliShare Merge will start. If prompted to use IntelliPass or AutoMerge click Yes.

8. After Legacy has automatically merged all the records it can, you will then be shown the regular Merge Two Individuals screen and pairs of possible duplicates that did not qualify for auto-merging. It will now be up to you to finish merging the remaining duplicates manually. Please click the Help button for additional information.