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If required, the document can be present within both accounts. Alternatively, you can remove the document from the older account by performing the following steps:
| 1 | Open the Subfolder section of the Client Document. |  |
| 2 | Select the checkbox next to the subfolder you wish to remove and click Remove | |
| 3 | The document is now present only in the newer account, as shown in Figure 10. |  |
