Welcome > Use Project Builder > Manage document sets > Move documents using drag-and-drop

Move documents using drag-and-drop

If one of your document subsets contains documents that are no longer needed, but can be used by another document subset, you can move those documents using drag-and-drop. If the target document subset is located within another document set, you can pin the other document set open in order to drop the documents in the correct document subset.

You can move documents using drag-and-drop by following these steps:

  1. Open the Documents window if it is not already open.
  2. Optionally, turn Auto Hide off to pin open Pinned Open icon the target document set if it is not the same document set that contains the documents to be moved.
    Note If you do not pin open a document set in order to copy the selected documents into a specific document subset, the documents are copied into the Default Default Document Subset icon document subset.

    This document set remains open when you select another document set.

  3. Select the document set and document subset that contains the documents to be moved.

    The list of documents for the selected document subset is displayed in one of the views.

  4. While holding down the Shift key and the mouse button, select a document and drop it onto the target document subset.

    A grey overlay is displayed when you drag the document over a document set or document subset. This ensures that you know where to drop your document.

    If there are any unsaved changes to your document sets, you are prompted to save or discard these changes before you are able to move or copy any documents. This ensures that you do not inadvertently overwrite any modifications that you want to keep.

    The document is moved from its original document subset to its new location.