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;