Transfer projects

You can transfer all active documents using a specific document type to another existing document type. You may want to transfer documents if you plan to delete a document type, which cannot be done if any documents are currently using it.

1. Go to Architecture > Document Types to open the "Transfer Projects" dialog using one of the following methods:
   • Hover over the document type you want to transfer, click the More Options menu, and select Transfer Projects.
   • Select the checkbox of the document type you want to transfer, click the More Options menu at the top of the page, and select Transfer Projects.
2. Select the document type to which the documents will be transferred from the Select Document Type dropdown menu or enter the document type name into the search field.
3. Click Transfer. The documents are transferred from the source document type to the target document type.