Did you know that you can send documents from one file to another?
It has happened on more than one occasion might happen for example that two files are accidentally created by your agents or even by your administration staff but and the documents were uploaded in the wrong file , there is an easy way to rectify that.
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Follow the steps below to easily move documents without having to download them on your computer and reupload them.
Go to: Documents > Document Transfer
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Source Folder: Listing / Transaction / Transaction Report - Where Type of file the documents are coming from
Source Folder: Select property
Action: Move or Copy documents
Target Folder: Listing / Transaction / Transaction Report - Where Type of file the documents are going to
Target Folder: Select property
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3. Once you have selected the source folder, the documents to select of the file will appear below
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You may select all or individually
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4. Once you have completed your selection, click on Save & stay on this page to make more transfers or Save and go to the profile. You will then be brought to the profile page of the chosen target folder.
5. Save or Save & Close
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Completed! |