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- How do I move documents from Firm Documents to Shared Documents
How do I move documents from Firm Documents to Shared Documents
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KerriD
Level 2
a month ago
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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
3 weeks ago
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Hi, currently there is no easy way to do this other than downloading the files and re-uploading them.
