Docs (Basic): Move files and folders & change their visibility

Organize files and folders by moving them around inside a client’s profile, between accounts or changing folder visibility settings. Documents can be moved and the folder visibility can be changed by a firm owner, admin, or any employee with access rights to manage documents.

Move docs between folders

Note! Documents that are locked to an invoice, pending approval or signature, cannot be moved to the folder with different access levels.

To move documents and folders to another folder inside a client’s profile:

1. Select the checkbox next to the documents and/or folders you want to move, then click the Move button. To select all items, click the uppermost checkbox.

2. Navigate to the folder you want to move your items to or create a new folder for them, then click the Move button.

Don't change the destination account to keep docs and/or folders within the same client account.

Move docs between client accounts 

Note! Documents that are locked to an invoice, pending approval or signature, or transferred to DATEV cannot be moved between client accounts. When linked documents are moved between client accounts, they are unlinked from associated jobs and tasks and are removed from linked chats and organizers.

Sometimes, clients with multiple accounts may upload documents to the wrong account. Or your team members may be mistaken while uploading via TD Drive/virtual printer etc. To address this, you can move documents and folders between client accounts.

Moving documents and folders between client accounts starts the same way as moving them within a single client account, but you’ll also need to select the destination account after clicking Move.

Tip! You can copy files from one client account to another by duplicating them and then moving the new copies to the desired client account.

What happens when you move a folder with the same name?

When you move folders and files with the same names, the moved folder or file will replace the current one. For example, if folder 1 and folder 2 have the same nested folder with the same files (e.g., f4010.png), and you move the nested folder from folder 2 to folder 1, it will replace the existing one. At the same time, if there are files in the nested folder from folder 2 that are not in the nested folder from folder 1 (e.g., Onboarding checklist.pdf), they will be added.

Change visibility (access level) of documents and folders

To change the visibility (access level) of documents and folders, move them from one top-level folder to another as described above. You will not be able to change the top-level folder for documents that are locked to an invoice, pending approval or signature

Change visibility of top-level folders

To change the visibility (access level) of a top-level folder, click the three dots to the far right of the folder’s name, then select Edit. Change the Privacy setting, then click Submit. The visibility icon is then updated.

Note! You cannot change the visibility of your default client folder. You should have at least one folder with a Client can view and edit  access level. This helps ensure that your clients always have a predictable place to upload, view, and download documents from, as well as access them when they are locked to invoices, pending approval, or awaiting signature.