The client letters from last year did not roll over. What can I do to get them?

[George4Tacks · Accepted solution]

Settings > Transfer prior year settings, then select what you want from the list. 

https://proconnect.intuit.com/community/help-articles/help/transfer-options-settings-client-letters-...

[impactcfa]

What if my Lacerte applications have been moved to a new server.  What folder do I need to copy or what manual process do I need to perform to transfer all my custom client letters from old instance to new instance?