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Move documents across workspaces and keep the statuses

Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

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AdminMasha Kisel (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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  • Dag Arne Brænd commented  · 

    In my opinion this is a really important feature. Spaces is the way to control who has access to what on a larger scale, and when you grow your organizational needs change. To NOT be able to move a document between spaces (and keep the document status) looks like a rather strange limitation. It should be as natural to move a document between spaces as moving it inside a singular space. Please reconsider your priorities. For the company I work for this is the number one feature to implement.

  • Axi Molnar commented  · 

    Hey Product Team! The fact that this feature has been requested for more than a year now and it still being not planned is worrisome. The workaround mentioned below is not applicable anymore. For companies scaling up it's critical to separate documents for different departments while also referencing already signed documents. I seriously hope that you reconsider this feature and deprioritize less important features like organising the side bar, which brings little value.

  • joshu commented  · 

    as orgs scale - people set up individual accounts, really needed for org management and keep things centralised, legal and compliant.

  • Dag Arne Brænd commented  · 

    The ability to move documents between workspaces, at least by the administrator would be a much welcome enhancement.

  • Lori Nolen commented  · 

    My customer in a school district needs the ability to move documents between workspaces without losing the completed status and keeping certificates in tact--this is very important in regard to documents completed by parents regarding SPED/504 students--anything regarding maintaining FERPA privacy

  • Anonymous commented  · 

    Ability to transfer documents from one workspace to another workspace

  • AdminAnonymous (Admin, PandaDoc) commented  · 

    Hi Team, Please look into and prioritize the functionality of moving documents from one Workspace to another while keeping the document's respective status. Thanks!

  • 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 transfer your documents between your workspaces, please reach out to our Support Team at support@pandadoc.com.

  • cmugrdechian commented  · 

    This is a very important feature that would save us a lot of time and frustration.

  • Elly San Juan commented  · 

    This can only be done at the back end but would be great if clients can also do this on their account

  • Gregory Twiss commented  · 

    Yes please. This would be very helpful for growing teams where you have an admin that is promoted to a director and then you hire a new admin for a growing team within the same workspace... that new admin of that workspace is going to have access to all of the director's signed documents. This leaves me with either the option for the director to download and delete their sensitive documents or having to create a new workspace for everyone and then having to have IT move all the templates for me. A method of moving one user's completed and signed documents from their account in workspace A to their account in Workspace B is definitely needed for those of us trying to grow panda doc deployments in our companys