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• Move Files to a Connection

Files can be moved from a client's account to one of the connected clients. For information on how to add a connection to a client, please refer to the Link a Connection to a Client article. 

Move Files to a Connection

1. Navigate to a Client Record and click the Files tab.

2. Find and right-click the file you'd like to move.

3. Select Move from the pop-out menu.

4. Click on the Client drop-down menu.

5. Select a connected client. 

6. Select a folder to move the file to.

7. Click Move here.