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Move Documents Between Projects

Move one or many documents from one project to another, including bulk selection and the right-click shortcut.

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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.

Right-click context menu on a document row showing Move to project and Download options

  1. In the dialog, pick the destination folder, then the destination project.
  2. Click Move.

Move to project dialog with folder and project pickers

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.

Bulk action bar showing N selected with Move to project button

  1. Pick the destination, click Move.

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

Drag documents on the Organize page

The Organize Folders & Projects page shows every folder, project, and document at once, which is handy when you are sorting many documents.

  1. In the left sidebar, under Workspace, click Organize Folders & Projects.
  2. Expand the project that holds the documents. Use the search box to narrow a long list.
  3. Drag a document onto the document list of the project you want to move it to. The list is outlined while you hover over it. To move several, tick their checkboxes first and drag any one of them.

Organize Folders & Projects page filtered to Harbor: the document coastal-dental-supply-CDS-40817.pdf being dragged from Harbor Dental - Main Office into Harbor Dental - Westside Clinic, whose document list is outlined as the drop target

The documents appear in the new project as soon as you drop them. Dragging pauses for a moment while the move is saved, and a confirmation appears when it is done. If the move is refused, the list goes back to where the documents really are and the reason is shown.

Documents can only be dropped on a project, not on a folder. To move a whole project to another folder, see Move a project to another folder.

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.

From then on it counts in the new project everywhere: its transactions, invoices and brokerage holdings show on the new project's tabs (and in its Brokerage Download Excel), reports (such as AP aging) and exports, Run rules in the new project applies to it, and if it is processed again, the new project's automations (cloud folders, Google Sheets, webhooks and accounting sync) deliver it. The project it came from no longer shows it or sends it anywhere. Other documents uploaded together with it stay where they are.