Organize Document Group: Managing documents by using groups in Word

Kutools for Word’s Organize Document Group functions as our documents manager which can efficiently and comfortably help us manage all the documents that have been grouped in Document Group. With the Organize Document Group tool, we can easily create new document groups, drag and drop to move document between different groups, rename documents and document groups and so on.


arrow blue right bubbleClick the Kutools >> Favorites >> Organize Document Group. See screenshot:

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arrow blue right bubbleList all document groups in tree view

All document groups and documents that have been grouped with Favorites will be listed in the Organize Document Group dialog box. To select a document in the list, you can see the detailed saving path of this document in the pane below the list box.

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Fig. 2: Organize Document Group dialog box


arrow blue right bubbleCreate new document groups easily

If you need to create a new document group, just create the New button at the bottom, it will display a dialog box as Fig. 3 shows. The new created document group will be listed in the tree structure too.

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Fig. 3: Create a New Document Group


arrow blue right bubbleMove documents between different groups

If you want to move a document from a group to another document group, just select this document, and click the Move button at the bottom. Then it will display a Select Document Group dialog box, and in this dialog box, you can move this document to any existing document group by selecting the group and click OK, or move to a new group by clicking the New. You can also drag and drop the document to move between different document groups in in Organize Document Group list.

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Fig. 4: Move documents to other document group


arrow blue right bubbleRename document groups and documents

You can rename both the document groups and documents. Select document groups or documents that you want to rename, and click the Rename button, and then the name of document group or document will become editable in the tree structure, now you can enter the new name for them.

Note: this Rename feature will only change a document’s indicated name in the group, nor the document name. For example, if you have a document (File.doc) which has been add to a group, and you have renamed it to FILE2.doc by using the Rename feature in the Organize Document Group, if you go to the file folder of this document, you will find out that the name of the document have not been changed to FILE2.doc. So the Rename feature in the Organize Document Group only changes the name of document to be indicated in the group.


arrow blue right bubbleDelete document groups and documents

If you want to remove document groups or a document from a group, just select the document group or document that you want to remove in the tree structure, and click the Delete button at the bottom to remove them.

Note: the Delete feature only remove the document from a group, it does not exactly delete the document from your computer.


arrow blue right bubbleClean Errors during document groups

Sometimes it may cause errors in the Favorites group by following reasons:

The document has already stayed in a group, and you have changed the saving path of this document (it has been moved to other file folder, has been renamed in folder, or has been deleted from PC).

For example, you add a document to a document group, and then you move this document to another folder in your computer, and now this document in the Favorites group is as a broken link, you can not open it directly from the group. Go to the Organize Document Group dialog box, and click the Clean Errors button at the bottom to clean such kind of errors from the document groups.


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