ljr
Level 9
10-24-2024
07:17 AM
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You have to select the files to transfer either by selecting all or picking the ones you want to transfer. I would run a list of the files I don't want to transfer and just not highlight them to transfer. More work but you get what you want. When I transfer files, I might click transfer all then go in and uncheck files with file names like "original" or "plan"
I transfer all as I have multiple preparers, and I don't have the time during the season to figure out who is coming in that week and just transfer those files and I just don't want the preparers transferring files.
End of season any file still in "transferred" status I delete to keep the home screen clean.