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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Dag Arne Brænd commented
The ability to move documents between workspaces, at least by the administrator would be a much welcome enhancement.
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Anonymous commented
move or copy Forms from one workspace to another
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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
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Anonymous commented
Ability to transfer documents from one workspace to another workspace
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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!
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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.
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Aaron Smith commented
It would be amazing to move documents across workspaces!
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AdminAnonymous (Admin, PandaDoc) commented
sharing document and template folders across workspaces
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cmugrdechian commented
This is a very important feature that would save us a lot of time and frustration.
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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
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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
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Yana Martynenko commented
The option to move Sent documents with saving their status.