Move/Copy document(s) between Clients & Transactions

2 min

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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