Copy/Move allows documents to be copied or moved to a DocBox locally or to another edition. (e.g. Child Support, MNsure).
To Copy or Move documents, select one or more documents from a DocBox. The Files ribbon will show once selected.
Select Move/Copy in the ribbon toolbar.
This will bring up a box to prompt where you'd like to move/copy the document.
Select Move or Copy.
- Move transfers the document(s) to the selected edition and/or DocBox.
- Copy places a copy of the document(s) in the selected product and/or DocBox.
Select the correct Document Processing Center (DPC)
Select the Individual or Team DocBox where the document is to be transferred.
Click Send to Copy or Move the document(s).
Note: This Copy/Move feature can also be used in the EFC tab. Please see the following sections below on Copy/Move for further instruction.
Note: When copying or moving documents from one DocBox to another, the “Reviewed” section changes from “Yes” to “No” and will be visible in the DocBox that was selected during Copy/Move.