- If the status is that that is not in Signed, Completed, or New the user can move the document to the correct client.
- If document status is New, but the user has already been completing the document, the status can be changed to In Progress once it is saved.
- In the toolbar, the user can click the Move icon.
- The user will see a Move Document popup window.
- The user should click the ellipsis button to identify the correct client.
- The user will see Client Search pop-up.
- User can search for the client through any available fields.
- Note: The user has to click on field names in order to generate the search.
- Correct client can be selected by selecting the radio button.
- Click the Select button to proceed.
- Now the Correct ClientId field will be populated.
- The user should click Move button.
- The document has now been moved to the correct client.