The Transfer feature allows you to move documents from one client email address to another. This is commonly used when a client changes their email address. You may transfer all documents from the old email address or specific individual documents.
Important: Use this feature with caution. Once transferred, documents become immediately visible to the client the next time they access their Vault.
1. Locate the Client’s Existing Email Address
Go to the Archive Documents tab.
Use the Search field to find the client’s email address from which the documents will be transferred.
2. Transfer Documents
Option 1 - Transfer all Documents
Click the Transfer button next to the relevant email folder to move all files to a new email address.
Option 2 - Transfer Individual Documents
Open the client’s folder to view its contents.
Locate the specific file(s) you wish to move.
Click the Transfer button next to each individual document.