Copy Employee/Recipient to Another Client

Nina Tchistiakova Updated by Nina Tchistiakova

This option allows the user to copy employees/recipients and their data from one client to another.

  1. First, select the Client you want to copy files from on your Client list, so that it is highlighted in blue.
  2. Click Utilities > Copy Employee/Recipient to Another Client > Copy [form name] from the menu bar.
  1. Select the desired employee(s) or recipient(s) in the list.   
  2. Click Copy.  Then select your Destination Client, and click Copy again.  The destination client's Client folder will reflect the copied information.

How did we do?

Copy Employee/Recipient Info to Another Form

Export Information Returns to CSV File

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