Client Management                               Customer Explorer                               Customer Structure

Customer Structure

Sites Right-Click Options: Copy Site From Another Customer

Site Copy (continued)

3.  If the User selected to Move selected Documents, the Sedona Document Selection form will be displayed to select which documents to move.

Check the box to the left of each document that is to be moved from the original Customer.  Click on the Save button when finished making the document selections.

FRM2647

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