Organize Folders, Projects, and Sharing

DocuClipper organizes your work in a two-level hierarchy: folders at the top (one per client, case, or year) and projects inside each folder. This article shows how to create them, set sharing, and adjust access for individual teammates.

If you're new to the project interface, start with DocuClipper's project-based interface and come back here for sharing.

Where things live

The project interface is the default landing screen at /extractdata. The folder/project tree is on the left sidebar.

Create a folder

1. Click + New Folder at the top of the sidebar.
2. Enter a folder name (for example, "Acme Corp").
3. Click Create.

By default, every folder you create is shared with everyone on your team. You don't need to pick teams unless you want stricter scoping.

If you need to scope a folder to a subset of teammates, click Advanced: customize team access to expand the per-team permission picker.

The role options are:

• No Access — the team cannot see the folder.
• Read Only — view and export, no changes.
• Edit (Write) — upload documents, edit transactions.
• Full Control (Admin) — everything plus managing access.

Create a project

1. Hover over a folder in the sidebar.
2. Click the + icon that appears next to it.
3. Enter a project name and click Create.

Projects automatically inherit the folder's team access plus get an extra Write permission for the creator. If you've shared the folder with your team, every teammate sees the project.

Edit sharing for an existing folder

1. Right-click the folder in the sidebar (or click its gear icon) → Edit folder.
2. Switch to the Sharing tab.
3. The top section, Team Access, controls per-team roles.
4. The bottom section, Individual User Access, lets you grant access to specific people who aren't on a relevant team.

Click Save to apply.

Edit sharing for an existing project

Projects have their own Sharing tab, separate from the folder. This is useful when one project inside a shared folder should be more restricted than its siblings.

1. Right-click the project → Edit project.
2. Switch to the Sharing tab.
3. Adjust per-team or per-user roles.

How permissions combine

DocuClipper looks at three places when deciding what someone can do in a project:

1. The parent folder's team and user permissions.
2. The project's own team and user permissions.
3. Any per-user project role (the "Individual User Access" rows).

The highest role across all three wins. So if Sarah has Read on a folder via her team but Write on a specific project via Individual User Access, she has Write on that project.

Best practices

• Make one top-level folder per client.
• Keep the default "share with team" sharing unless you have a real reason to scope down.
• Use Individual User Access for short-term access (a contractor on one project) instead of creating new teams for one-offs.
• For stricter setups, create a new team (Account → Users & Teams → Teams) and share specific folders with just that team.

Related

• DocuClipper's project-based interface
• Move documents between projects
• User and team management guide
• Connecting Multiple QuickBooks or Xero Accounts