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Transfer Documents

Updated over 2 years ago

As an Admin user, you have the ability to transfer documents from one injury record to another injury record.

To do this, click on the 'Workflows' menu and select 'Transfer Documents'. This will open the Transfer Documents page.

Once on the Transfer Documents page, select the record that you wish to transfer the documents from (start typing the name or Unique Injury ID in the box provided). Once selected, this will provide a list of the documents or notes that can be transferred. Next, select the record that the documents are to transfer to in the 'Transfer selected Document(s) to this Injury' box.

Tick the documents that you wish to be transferred and then click the transfer button.

You will be provided with a warning box to confirm this transfer. Review the details and then select 'Yes' to continue or 'No' to return to the Transfer page.

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