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Locating Converted Files in DocuClipper

Find documents you've converted before, by project, by job history, or directly by search.

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Everything you convert in DocuClipper is stored in your account so you can come back to it later. Here's where to look.

By project

The primary way to find a converted document is through the project it's in.

  1. Click Recent projects in the left sidebar to see projects you've worked on lately.
  2. For anything older, click All files to see the full project tree.
  3. Open a project to see its documents and transactions.

If you work with a lot of clients, organize your workspace into folders, one per client, one per period, so projects are easy to find.

By job history

Every conversion (successful, failed, or in-progress) is logged in your job history.

  1. Click your profile icon → Job History, or go to /jobs.
  2. Filter by status, date, or document type.
  3. Click a job to open the project it produced.

Job history is the fastest way to find a specific job by date or to re-download a previously exported file. See How to access job history for more.

Re-downloading exported data

Exports (Excel, CSV, QBO, IIF, QIF) are regenerated on demand, DocuClipper doesn't keep a copy of the file. To re-download:

  1. Open the project.
  2. Click Download Data again.
  3. Pick the same format and options you used before.

The underlying transactions are the same, so the output matches exactly.

Deleting vs. archiving

  • Delete a project to remove it and its documents permanently.
  • Move to a folder named Archive (or similar) if you want to hide it without losing the data.

DocuClipper doesn't auto-delete anything, documents stick around until you remove them.

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