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'Save a document to folders from within the document' has been merged into this idea

Ideas to Improve PandaDoc: Documents & Data Management

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Change Document Location / Folder Inside the Document

Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

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Kia Daniels shared this idea  ·   ·  Admin →

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  • Haley Esnouf commented  · 

    I agree, it is critical to have the option to save/move documents to a specific folder (which may be on a case by case basis) either:-

    1) When the template is selected and document is 'created'
    2) Before the document is closed

    This would help manage folders and documents and keep things tidy and place reliance on individuals to save their documents within there own folders, rather than relying on a central team to periodically tidy up folders and move documents to the correct folders.

  • Jason Krefetz commented  · 

    This is a massive fail to not be available. It's very difficult to sift through the All Documents view to find the one docuemnt that I want to move into a folder. Why can't this be done when looking at the document view. Seems so simple....it should be an option under ACTIONS.

  • Brian Gacila commented  · 

    "Move" button/option inside the document and not in the Documents section.

  • Treo Team commented  · 

    While on the document view page (eg. where you can download a completed document, add chat notes, or copy the share links etc). It would be helpful to be able to sort documents into folders from that page instead of having to go back to the documents page --> find/search document -->sort into folder.

  • Ryan Juszyk commented  · 

    Is there any way, when working a document, to save it into one of the folders I created under "documents", instead of having it saved under documents then having to drag / move it to the folder I want it in