How to Organize, Find, and Move Your Content in Document Crunch

Background

The new Document Crunch introduces powerful tools to help you organize, search, and manage your documents and projects more effectively. Whether you’re cleaning up legacy content or restructuring projects as your work evolves, enhanced search capabilities let you quickly find documents or folders within a project or across your entire workspace. Improved project organization allows you to associate projects with clients and use metadata to better visualize and group your work, while long-requested multi-document operations enable bulk actions that make reorganizing content fast and efficient.

Things to Consider

• You can move documents and folders between any projects or folders where you have the appropriate permissions

• Search functionality works across multiple fields including project names, folder names, document names, and even client names

• You can create new folders on-the-fly during move operations—you don't need to create folders in advance

• Bulk actions allow you to select and move multiple files at once, saving time when reorganizing large sets of documents

Steps

Navigate to Projects & Documents

Start by opening the Projects & Documents view from your main navigation menu. This is your central hub for managing all your content.

Filter Your Projects

Click the Filter button at the top of the Projects list. You can filter by various properties such as job number, name, stage, or dates.

Note: When filters are applied, you'll see the active filters displayed above the list. This makes it easy to know you're viewing a filtered list. You can click on this filter display to clear filters or add additional filters to further refine your results.

Sort Your Projects

You have multiple ways to sort your project list:

• Click the Sort icon above the list and choose from properties like job number, name, stage, or dates

• Click directly on any column header (such as Name or Job Number) to sort by that field

• Click the same header again to reverse the sort order

Search Across Your Content

Use the search bar to quickly locate projects, folders, or documents. The search works across multiple fields, not just names. For example:

• Type a project name (like "Legal") to find projects with that word in the title

• Type a client name (like "Arlington") to find all projects associated with that client

• Search results will show you everything that matches your search term

Select Documents to Move

Navigate into a project by clicking on its name. You'll notice checkboxes next to each document name. Click these checkboxes to select one or more documents you want to move. This multi-select capability allows you to perform bulk operations efficiently.

Move Files to a New Location

Once you've selected your documents, click the ellipsis button (three dots) at the far right of the document row. Select the Move option from the menu.

You can then choose any destination:

• Move to another Team from within your Organization

• Move to another project by selecting it from the list

• Move into a folder by drilling down into a project and selecting the folder

• Create a new folder during the move operation by clicking Create Folder, naming it, and then selecting it as your destination

Once you've selected your destination, click Move to complete the operation.

Organize Your Migrated Content

If you're working with content that was migrated from the old Document Crunch, use these move and organize features to restructure your documents into projects and folders. This will help you take full advantage of Project Assist features, such as the ability to chat across an entire project.