You can change the client a document is assigned to.
If the document status is Complete
If you have accidentally assigned a document to the wrong client, and the status of the document is Complete, you will not be able to change the client. You will need to:
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Save the file to the correct client.
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Delete the file that was saved to the incorrect client.
If the document status is In Progress
If you have accidentally assigned a document to the wrong client, and the status of the document is In Progress, you will need to:
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Select the required document record from the search results on the Analyse Documents page, Find Documents page or a Documents tab.
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Select Properties on the Tasks bar.
or
Select Properties from the right-click menu. The Document Properties window with the selected document's reference number opens. -
Select the Details tab.
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Click the ellipsis adjacent to the Client/Contact field. The Find Clients window opens.
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Select the correct client.
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Click OK. The Find Clients window closes. The Document Properties window updates with the new client details.
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Click OK. The document is now saved with the correct client.