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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 2 weeks 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...


Before you move a doc

Before you can move a doc between folders or workspaces, you'll need to make sure all of the following are true:

  1. You have edit access to the doc

  2. You’ve been granted manage access to the current folder

    1. Only people with “can manage” access to a folder can move docs out of that folder

  3. You have edit or manage access to the destination folder

    1. Only people with “can edit” or “can manage” access to a folder can move docs into that folder

  4. The doc owner has access to the destination folder

  5. If you will be moving the doc to a different workspace...

    1. you will need to be a member of the destination workspace

    2. the doc owner is a Doc Maker in the destination workspace

Once you've determined that you meet the criteria above, you’re ready to move the doc.

Move a doc to a new folder or workspace

You can either move a doc from the folder page or from within the doc itself.

  • 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.

    new move doc between folders 2.gif

  • 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-dot menu in the upper-right corner, then select Move doc. You’ll see the same dialogue as before, where you can choose which folder and workspace to move to.


📣 Running into issues when trying to move a doc? Make sure to check out the “Before you move a doc” section above to make sure all prerequisite conditions are met.

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 doc, and you should see a checkbox appear to the left of the doc title. Check the box for all the docs 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?

Any Doc Maker with edit access to the doc has the ability 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. Check out the “Before you move a doc” section to learn more.

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 article to learn how to shortcut a folder.

When I create a new doc, what folder is it added to?

By default, when you create a doc, it’s added to your My Docs folder. However, if you create a doc from within a given folder (via the + Create doc button there), then the doc will be added to that specific folder.

Does every doc have to belong to a folder?

Yes!


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