File Re-Allocation

Files can now be reallocated to different clients within MyWorkpapers.

We will now guide you through how to do this;

1. Enter the MyFiles page and search for your file;

2. Select the Client Info tab;

3. Click on the Padlock found next to Client Name:

4. The text box will now open up. 

5. Remove the existing client name and start typing in the new client name. This should then populate in a list for you to select;

6. Once you have selected the client, you can then press the save Icon. You will be prompted that the change has been successful;