Transfer a document with filled in fields to another WS
At the moment when a document is copied to another workspace, the copy has the "Draft" status and loses its filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM. The feature request is to implement an ability to transfer a document to another worspace without losing the document's filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM
15
votes
Vladislav Avsievich
shared this idea
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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