> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/transferring-applicant-records.md).

# Transferring Applicant Records

Transferring applicant records can be helpful for merging duplicate Applicant accounts, or moving records to a new entity.

{% stepper %}
{% step %}

### Navigate to the Applicant record you want to transfer records from

Go to **Users > Applicants**, search for the relevant Applicant account, and click **View**.

![](/files/5c1a1f06838a9dd86e7f9b75166627bce08bef35)
{% endstep %}

{% step %}

### Click Transfer Records in the right-hand menu

This creates a preview of the records to be transferred and lets you select the new owner of the records.

![](/files/c414d805bd43047a14ad8f6e2ecdcd7c3cdec1f7)
{% endstep %}

{% step %}

### Confirm the transfer

Click **Transfer** to confirm the transfer to the new owner, or **Cancel** to abandon the process.

If you're merging two duplicate Applicant accounts, once you've confirmed there are no records left on the old account, you can click **Delete Applicant** to remove it.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The records transferred include Applications, Milestones and Contracts.
{% endhint %}