Keep document status & filled in fields when copying a document to another workspace [workaround in comments]
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
-
AdminValeryia Baranava (Admin, PandaDoc) commented
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To keep the document status after copying the document to another workspace, please change the document status manually after transfer. Here’s an article on how this works: https://support.pandadoc.com/hc/en-us/articles/360041879753-Manually-change-document-status
To transfer the document to another workspace, please reach out to our Support Team for help. Unfortunately, at this moment, this would not be possible to transfer the document with fields filled in. All the completed fields will be erased after the transfer. Apologies for the inconvenience.
(Edited by admin) -
Brian Gacila commented
maintain the document status and signature
-
Evette Anderson commented
Must have.
-
Charles Cozette commented
This is a must have, if it's not available for user it should at least be available for admin.
Many times documents are created from a wrong workspace, we need to be able to move a document from one workspace to another. -
Paul Cedric Guevarra
commented
Allow user to transfer document from a workspace to another