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Move docs between folders and workspaces
Move docs between folders and workspaces

Learn about the different options and considerations when moving docs to a new folder or even a new workspace

Updated over a week ago

Sometimes docs need to be moved to new folders or workspaces. Maybe you want to move your to a shared folder, so everyone in your workspace can automatically have access. Or maybe you want to move your doc to a private folder, to restrict access. Or maybe you need to move your doc to an entirely different workspace. This can be done in a few easy clicks!

Within this article you'll find...


Move a doc to a new folder or workspace

Any Editor or Doc Maker in a workspace can move docs across folders and workspaces. To move a doc, you'll need to:

  1. Have edit access to the doc

  2. Be a member of the destination workspace

  3. Have access to the destination folder and have added this folder to your shortcuts

  4. Ensure the doc owner is a Doc Maker in the destination workspace & has access to the destination folder

Once you've determined that you meet the criteria above, moving the doc is easy. From the folder page, simply click the three horizontal dots ( ... ) to the right of the the doc title and choose Move from the dropdown. You’ll see a dialogue with a list of all the workspaces and folders to which you belong. The workspace name is listed in light grey font, with its corresponding folders listed below. Just select a folder and hit Move to complete.

Alternatively, you can also move to a new folder or workspace from within the doc itself. Once the doc is open, just click on the three horizontal dots ( ... ) in the upper left corner, next to the doc’s title. Then select Move. You’ll see the same dialogue as before, where you can choose which folder and workspace to move to.

Move multiple docs at once

If you need to move multiple docs at once, you can do this from the doc list. Hover over each docs, and you should see a checkbox appear to the left of the doc title. Check the box for all the boxes you’d like to move, then click the Move button towards the top of the doc list. You'll see the same pop-up, asking you to choose where to move these docs.

FAQs

I'm trying to move a doc across workspaces but I get an error that the doc owner isn't a maker in the destination workspace. How do I fix this?

You'll see this happen if the owner of the doc is not a Doc Maker in the destination workspace. To resolve this, you will first need to invite the doc owner to the destination workspace, and ensure they are given a Doc Maker role.

Who has the ability to move docs?

Anyone with edit access to the doc will be able to move the doc. The available options for where you can move the doc will be limited to whatever workspaces and folders you have access to.

Note that even if you’re a workspace admin, you’ll still need to have edit access to a doc to be able to move it.

I am trying to move a doc to a different folder, but I don't see this folder listed in the options.

If you have access to the destination folder but aren't seeing it in the list of available folders, this may be because you haven't yet added the folder to your shortcuts. Before you move a doc to a new folder, you'll need to ensure you've added the new folder to your shortcuts. Check out this section to learn how to shortcut a folder.


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