--- title: Move/Copy Document(s) between Clients & Transactions description: Move/Copy Document(s) between Clients & Transactions --- [Skip to content](https://knowledge.nexone.ca/en-ca/move/copy-documents-between-clients-transactions#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) November 26, 2025 # Move/Copy Document(s) between Clients & Transactions Move or Copy document(s) from one client to another. Follow the steps below: 1. Select the intended client ![1dd9c3ff-6767-4fbc-88f5-c52acaf50578](https://knowledge.nexone.ca/hs-fs/hubfs/1dd9c3ff-6767-4fbc-88f5-c52acaf50578.png?width=670&height=308&name=1dd9c3ff-6767-4fbc-88f5-c52acaf50578.png)![](blob:https://nexone.atlassian.net/1dd9c3ff-6767-4fbc-88f5-c52acaf50578#media-blob-url=true&id=91ad9100-c63c-4a6f-9604-a1b405e9dd0f&collection=contentId-1227882521&contextId=1227882521&width=1436&height=660&alt=) 2. Choose the transaction that contains the document(s) to be moved/copied ![17eb4e03-aebe-4f9f-9d35-ac1a0ba7fd5e](https://knowledge.nexone.ca/hs-fs/hubfs/17eb4e03-aebe-4f9f-9d35-ac1a0ba7fd5e.png?width=670&height=298&name=17eb4e03-aebe-4f9f-9d35-ac1a0ba7fd5e.png)  ![](blob:https://nexone.atlassian.net/17eb4e03-aebe-4f9f-9d35-ac1a0ba7fd5e#media-blob-url=true&id=cfcd8228-203c-44c6-afb2-22ffe4a88bfb&collection=contentId-1227882521&contextId=1227882521&width=1438&height=640&alt=) 3. select the document(s) to be moved/copied   ![](blob:https://nexone.atlassian.net/03ae11d4-952c-4f32-a770-fd63df99a619#media-blob-url=true&id=39756231-e13c-44e6-8a19-6b32838e4ea0&collection=contentId-1227882521&contextId=1227882521&width=1435&height=615&alt=)![03ae11d4-952c-4f32-a770-fd63df99a619](https://knowledge.nexone.ca/hs-fs/hubfs/03ae11d4-952c-4f32-a770-fd63df99a619.png?width=670&height=287&name=03ae11d4-952c-4f32-a770-fd63df99a619.png) 4. Click on **Move/Copy**   ![](blob:https://nexone.atlassian.net/7103b5ed-ff6a-47ef-8cce-b60284a94bc5#media-blob-url=true&id=e13c31dd-50e1-4829-a645-60a92505f739&collection=contentId-1227882521&contextId=1227882521&width=1424&height=604&alt=)![7103b5ed-ff6a-47ef-8cce-b60284a94bc5](https://knowledge.nexone.ca/hs-fs/hubfs/7103b5ed-ff6a-47ef-8cce-b60284a94bc5.png?width=670&height=284&name=7103b5ed-ff6a-47ef-8cce-b60284a94bc5.png) 5. Choose the client and the transaction you want the document(s) to be moved/copied to  ![c52d00d3-a4e3-49ae-ab73-7a38b84e009a](https://knowledge.nexone.ca/hs-fs/hubfs/c52d00d3-a4e3-49ae-ab73-7a38b84e009a.png?width=670&height=316&name=c52d00d3-a4e3-49ae-ab73-7a38b84e009a.png) ![](blob:https://nexone.atlassian.net/c52d00d3-a4e3-49ae-ab73-7a38b84e009a#media-blob-url=true&id=1ff6e485-fdb5-43b4-bf0f-20e1ed138844&collection=contentId-1227882521&contextId=1227882521&width=1429&height=674&alt=) 6. 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