Move/Copy document(s) between Clients & Transactions

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

1. Select the intended client
   
   

   Open

   

   
   
   
   

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

   Open

   

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