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Organize document group - managing documents by using groups in Word

Author: Kelly Last Modified: 2025-03-25

Kutools for Word’s Organize Document Group acts as a document manager, allowing you to efficiently organize, group, and manage your frequently used Word documents. With this tool, you can create new groups, move documents between groups, rename items, clean up broken links, and more.

Create new document groups easily

Move documents between different groups

Rename document groups and documents

Delete document groups and documents

Clear errors in document groups

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Feature location: Kutools Plus > Favorites > Organize Document Group

Organize Document Group option in Word ribbon and the Organize Document Group dialog box

Create new document groups easily

  1. In the Organize Document Group dialog, you can create a new group by either:
    • Clicking the New button on the right side of the dialog.
    • Right-clicking anywhere in the dialog, and selecting New Group.
      Creating a document group in the Organize Document Group dialog
  2. In the Favorites dialog that appears, name the new group and click OK.
    Favorites dialog

Move documents between different groups

  1. Select the document you want to move and click the Move button.
  2. In the Select Document Group dialog:
    • Choose an existing group as the destination, then click OK.
    • Or click New to create a new group, name it, and then move the document into the newly created group.
      Select Document Group dialog showing move options

Note: You can also select a document, then right-click and choose Cut or Copy. After that, right-click on a different group and select Paste to move or duplicate the document.


Rename document groups and documents

  1. Select the group or document to rename and click Rename.
  2. Enter a new name.
    Renaming a document group in the Organize Document Group dialog

Notes:

  • This action only changes the label displayed in the group. It does not rename the actual file on your computer.
  • You can also right-click on a document or group in the list and select Rename to rename it.

Delete document groups and documents

  1. In the Organize Document Group dialog, select the document or group you want to remove.
  2. To delete it, do one of the following:
    • Click the Delete button on the right panel.
    • Right-click the selected item and choose Delete from the context menu.
      Removing a document or group in Organize Document Group

Note: This only removes the entry from the group list. The original document will remain on your computer.


Clear errors in document groups

If a file has been moved, renamed, or deleted on your computer after being added to a group, the link in the group will become invalid. To remove these broken or inaccessible entries from your document groups, use the Clear Errors feature.

  1. In the Organize Document Group dialog, click the Clear Errors button.
  2. The tool will automatically detect and remove any broken or invalid document entries.
    Clear Errors button in the Organize Document Group dialog

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