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Move/Copy document(s) between Clients & Transactions
Move/Copy document(s) between Clients & Transactions
Move or Copy document(s) from one client to another. Follow the steps below:
Select the intended client
Choose the transaction that contains the document(s) to be moved/copied
select the document(s) to be moved/copied
Click on Move/Copy
Choose the client and the transaction you want the document(s) to be moved/copied to
Click on Move or Copy, depending on what you want to do
, multiple selections available,
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