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KerriD
Level 2
Jan 17, 2026 8:47 PM UTC
Question

How do I move documents from Firm Documents to Shared Documents

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.

1 reply

Intuit_Kallana
Intuit_Kallana
Level 7
Jan 26, 2026 2:46 PM UTC

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

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