Move/Copy Document(s) between Clients & Transactions
Move or Copy document(s) from one client to another. Follow the steps below:
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Select the intended client

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

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Click on Move/Copy

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Choose the client and the transaction you want the document(s) to be moved/copied to

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Click on Move or Copy, depending on what you want to do
