DocuClipper’s New Project-Based Interface

Overview #

DocuClipper’s redesigned interface gives you more control and clarity over your workflow through a folder-based project structure. This modernized layout helps you group, manage, and secure your documents by client, case, or department. This new interface uses a two-level hierarchy:

• Level 1 (L1): Folders (e.g., companies, clients, or financial period)
• Level 2 (L2): Projects under each folder (e.g., “Q2 2025”, “John Smith Estate”)

Getting Started #

Enabling the New Project View #

If you’re still on the older job-based view, we strongly recommend switching to Project View for access to these improved organizational tools.

1. Use the Select View dropdown
2. Choose Project View

New users are automatically enrolled in Project View.

Creating Your First Folder #

1. On the main Folders screen, click “+ Add Folder“
2. Enter a name (e.g., “Estates” or “Corporations”)
3. Click the gear icon next to any folder to update permissions
4. Assign team access levels:
   • No Access
   • Can Access

Creating Projects within Folder #

1. Click to expand any Folder.
2. Click “Add Project” under that folder.
3. Enter a Project name and click Create.
4. Once created, your Project will display cards to:
   • Add documents
   • View converted files

Uploading & Converting Documents #

From within any project, you can upload:

• Bank & Credit Card Statements (PDF)
• Bank Transactions (CSV)
• Invoices & Receipts
• Tax Forms
• Other Documents

Each type appears in its own card within the project for clarity and easy tracking.

Viewing Converted Documents #

Each project card provides quick access to your converted documents:

• Click “View Bank/CC Statements” to see all bank-related documents
• Click “View Invoices” to access all processed invoices
• Click “View Forms” to see all converted forms
• Click “View Documents” to access other document types

Managing Unassigned Jobs #

If you have documents that were converted before setting up the project structure, you’ll see an alert indicating you have unassigned jobs. To assign these jobs to projects:

1. Look for the blue alert banner stating “You have X jobs that aren’t assigned to a project”
2. Click the “Assign Jobs” link in the alert
3. You’ll be taken to a page where you can bulk assign these documents to specific projects
4. We do not recommend archiving all previous documents in one project as this will cause poor perfomance in your dashboard, leading to longer load times.

Managing Access #

• Folder-level permissions can be managed through team assignments
• Administrators can modify team access by editing the folder settings
• Projects inherit access permissions from their parent folder
• For help managing teams and users, check out this article

Search and Navigation #

• Use the search bar at the top to quickly find folders or projects
• Folders can be expanded/collapsed for easier navigation
• Recently viewed folders remain expanded for quick access

Remember to organize your documents into appropriate projects to maintain an efficient workflow and make the most of DocuClipper’s organizational features.