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Move or Copy document(s) from one client to another. Follow the steps below:

  1. Select the intended client



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

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

  4. Click on Move/Copy


  5. Choose the client and the transaction you want the document(s) to be moved/copied to



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

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