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1. Select the intended client
   

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2. Choose the transaction that contains the document(s) to be moved/copied
   

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3. select the document(s) to be moved/copied
   

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4. Click on Move/Copy
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5. Choose the client and the transaction you want the document(s) to be moved/copied to
   

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6. Click on Move or Copy, depending on what you want to do
   

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