Copy / Move files from one contact to another
Under a contact's department folder you can copy/move non-form documents to another folder.
First navigate to the contact that has the file you would like to move
Tick the checkbox next to the file
Click the Move/Copy to Folder Link
Select Contact/Client Folders, and search for the contact
Select the radio button next to the contact in the results
This is the contact you want to copy or move the file to
Select the folder you want the file to copy or move to
Finally, choose the action you would like to perform
Copy will leave the file in the source folder, and make a copy into the destination.
Move will remove the file from the source, and add it to the destination.
When the action is done, you will see a message in the folder view.
You can then navigate to the contact to verify the file is now there.
