Did you know that you can send documents from one file to another?
It has happened on more than one occasion that two files are accidentally created by your agents or even by your administration staff but there is an easy way to rectify that.
Follow the steps below to easily move documents without having to download them on your computer.
Go to: Documents > Document Transfer
If these tabs aren’t visible on your account, please enable this feature in your user group or ask your supervisor to make these changes.
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