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How to Move a Document to Another Project in CrewBox

Fix a misfiled upload by sending it to the right job in a couple of clicks.

Move a single document

  1. Open the project's Documents tab and find the document.
  2. Click the document's action menu.
  3. Click Move to Project.
  4. Pick the destination project and confirm.
Move to Project reassigns a document to another job.
Move to Project reassigns a document to another job.

The document leaves this project and appears in the destination project's Documents tab.

Move several documents at once

  1. Click Select in the toolbar to enter multi-select mode.
  2. Click the documents you want to move — or use a group header to select a whole group at once.
  3. Click Move to Project in the bulk action bar.
  4. Choose the destination project and confirm.

Moving from the global Documents page

The same Move to Project action works on the company-wide Documents page, so you can re-file documents across projects without opening each one.