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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 Client files to see a list of associated clients.
5. Select a client.
6. Select a folder to move the file to.
7. Click Move here.
