Move Files to a Connection
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Table of Contents1. Click on the Files tab in the Contact Profile.2. Right click on the file you wish to move.3. Select Move from the pop-out menu.4. Click on the Contact dropdown menu.5. Select a connected contact. 6. As needed, select a folder to move the file to.7. Click Move here.
Files can be moved to from a client's account to one of the connected contacts. For information on how to add a connection to a contact, please refer to the Managing Connections article. To get started, navigate to a Contact Profile of the person whose files you want to move.