How can I transfer documents from one project to another?

Aconex does not support transferring or migrating project data directly between projects. This is by design, as project data is securely contained within each individual project.

As a workaround, you can download documents from the source project and upload them as new documents into the destination project using Bulk Processing.

Note: Document history and audit trail information will not be transferred. Each document’s modified date will be set as the date it is uploaded to the destination project.

  1. Confirm that the destination project has the same document fields and project fields as the source project.
  2. Download an import template from the destination project. From the Document Register select up to 5000 documents, click Tools and select Download Bulk Processing Template. If you have more than 5000 documents you'll need to do this in batches.
  3. Open the import template. Make sure all required fields are completed.
  4. Download the documents from the source project as zip files. Depending on the number and size of the documents, you may need to download them in batches.
  5. In the destination project, use Bulk Processing to upload the documents using the metadata template.