KerriD
Level 2

Is there a way to simply move/share a document from Firm Documents to Shared Documents?  I know I can download the document, then upload it to clients shared documents, but that is very cumbersome. I want share their organizer pages that have the 2024 data.

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Intuit_Kallana
Employee
Employee

Hi, currently there is no easy way to do this other than downloading the files and re-uploading them.

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