Move Documents Between Projects

If you uploaded a document into the wrong project, or you want to consolidate work across projects, DocuClipper lets you move documents without re-uploading or losing extracted data.

You'll need Edit (Write) access on both the source project and the destination project.

Move a single document

1. Open the source project from the sidebar.
2. Right-click the document row.
3. Choose Move to project.

4. In the dialog, pick the destination folder, then the destination project.
5. Click Move.

Move several documents at once

1. Open the source project.
2. Tick the checkbox on each document you want to move (or click Select all for the whole list).
3. The bulk action bar appears at the top with the count selected.
4. Click Move to project.

5. Pick the destination, click Move.

You'll see a success toast confirming how many documents moved.

Common errors

"You don't have permission to move documents from this project" — you need Write access on the source. Ask the folder owner or a contract admin to share it with your team or grant you Individual User Access. See Organize folders, projects, and sharing.

"You don't have permission to move documents to this project" — same as above, but for the destination project. You need Write there too.

"One or more documents are not in the source project" — the document was moved or deleted by another teammate while you had the row selected. Refresh the page and try again.

What happens to the data

Moving a document keeps:

• All extracted transactions, invoices, or form fields
• Templates and categorization rules already applied
• Original PDF and download history

The document simply changes which project it belongs to.

Related

• Organize folders, projects, and sharing
• DocuClipper's project-based interface