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December 2022
December 2022
Is there any way to 'refile' incorrectly saved documents in AE?
In the Profiling Section, it is easy to change the Year, but the Filing Cabinet box is greyed out.
At the moment, we are resaving all the incorrectly filed documents, but is there is any way to just move them to the correct filing cabinet?
December 2022
December 2022
My experience is that you cannot move them once they are completed. You can only change the year.
If they are in progress you can change the filing cabinet and client
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