Add or move documents to a group

This article provides answers for InVision V7 To confirm your version, check the upper right corner of your dashboard.

There are different ways to move documents to a group:

• Add existing documents while working in the group where you want to store them
• Move documents from the main Documents page or from a different group
• Create a new document in an existing group

Add existing documents to an open group

To add an existing document to a group you currently have open:

1. At the top right of the group page, select + Create.
2. Select Move existing document.
3. Use the search field or scroll down to find and select the document you want to move.
4. Select Add.

Create a new document in an existing group

To create a new document in a group you currently have open:

1. At the top right of the group page, select + Create.
2. Select one of the available options.

Move documents from the Documents page

To move one or more documents to a group from the Documents or Home pages:

1. Sign in to your InVision V7 account and open your Documents or Home page.
2. Hover over your document and select More (•••).
3. Select Move or Select.
   If you chose Select, you'll see the multi-select toolbar appear at the bottom of the screen.
4. Select any additional documents you want to move to the group.
5. On the right side of the multi-select toolbar, select Move to space.
6. Use the search field or scroll down to find and select the group you want to store the documents.
   If needed, you can also select Create a new group on the right side of the search field.
7. Select Move.

Your document now live in that group. Following the same steps above, you can move the document to a different group at any time, or you can remove it from the current group by selecting Unfile from current group from the list of groups.

Tip: Drag-select documents

Save time by using the drag-select feature to grab your documents and drop them in a group in the sidebar!

Click and drag to select the documents you want to move to a group, then drop them in the relevant group in the sidebar.

Create a space within a group

You can create spaces inside of groups to keep all project-related documents in one place. Learn more here: Spaces in InVision V7.