Locating Converted Files in DocuClipper
Find documents you've converted before through the project they live in, re-download exports, and get your original source files back.
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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.
- Click Recent projects in the left sidebar to see projects you've opened lately.
- For anything older, click Projects to open the full folder-and-project tree.
- 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.
Re-downloading exported data
Exports (Excel, CSV, QBO, IIF, QIF, Xero CSV) are regenerated on demand — DocuClipper doesn't keep a copy of the output file. To re-download:
- Open the project.
- Click Download Data again.
- Pick the same format and options you used before.
The underlying transactions are the same, so the output matches exactly.
Downloading the original files
Your uploaded source files stay in the project too. Open a project, go to the Documents section for the relevant document type, and use Download on any row to get the original PDF back. See Managing Project Documents.
Deleting projects and documents
- Delete a project to remove it and its documents permanently.
- Delete a single document from a project's Documents section to remove just that file (and its transactions).
- Prefer to keep everything but tidy up? Move projects or documents into a folder (for example, one named
Archive) instead of deleting.
DocuClipper doesn't auto-delete anything — files stay until you remove them.