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The Document Migrator is VineMigrator®'s solution for uploading large volumes of documents into Filevine projects. It uses a simple, structured folder system that mirrors your Filevine project and folder layout, ensuring documents land exactly where you expect them to within Filevine's Documents feature.

Understanding Filevine's Documents Feature

Before using the Document Migrator, it helps to understand how Filevine organizes and manages documents:

Centralized Document Management — Search and manage documents across all projects, including archived ones

Comprehensive Search — Find documents by title, content, metadata, tags, and more

Advanced Filtering — Filter by project, folder, upload date, tags, and other attributes

Bulk Actions — Perform actions like bulk downloads on multiple documents at once

Preview & Details — View document previews and detailed metadata without leaving the Documents page

Understanding these capabilities will help you design a folder structure that maximizes searchability and organization after migration.

Getting Started: The Document Upload Template

The Document Upload Template is the foundation of a successful document migration. While using the template is optional, it's highly recommended for ensuring your documents end up in the correct projects and folders.

Preparing the Template

Download the Document Upload Template from the Document Migrator tool

The template is a zip file containing folders for each of your Filevine projects

Each project folder is labeled with the project name and Project ID for easy identification

Unzip the template to start organizing your files

Key Features

Pre-built folder structure aligned with Filevine projects

Clear project identification using names and IDs

Support for nested subfolders

Documents Migrator

Understanding Filevine's Documents Feature

Getting Started: The Document Upload Template

Preparing the Template

Key Features