How do I move documents to a different client ?

If a document was uploaded to the wrong client, you can update the client assignment from the document details.

To move a single document:

1. Navigate to the client currently associated with the document. 
2. Open the Documents tab.

3. Locate the document and click Action  
4. Choose Edit Details.

5. In the Client field, click the X to remove the current client.

6. Begin typing the correct client’s name and select it from the list.

7. Click Save.

Once saved, the document will be removed from the original client’s Documents tab and will appear under the newly selected client.

To move multiple documents at once:

1. Navigate to the client’s Documents tab.
2. Select the documents you’d like to move.
3. Click the gear icon.

4. Select Bulk Change Client.
5. Choose the correct client and save your changes.

This option is helpful when multiple documents were uploaded to the wrong client and need to be reassigned in bulk.