Move/Copy document(s) between Clients & Transactions

Owned by Regis Bassy Koffi (Unlicensed), created
Last updated: Apr 22, 2022 by Eric Laforest
2 min read

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