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?
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Jennifer Williams commented
We have documents that have been accidentally created in wrong workspaces and they contain data that should be available to the users within the workspace it was created in. If I download and then upload into the correct one, then delete out of the wrong one, it loses the integrity of the signature flow. This functionality should be available to all users, just Admin.
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Austin Keith commented
I'm shocked to see that this was requested in 2020 and there is still no movement on this being added to the feature set. Honestly calling this functionality a feature feels generous when the current 'solution' is to download as a PDF and then re-upload it and manually select the status. In the year of our lord 2024?
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Mickel commented
The absence of the feature to move documents between workspaces is not just a minor inconvenience; it should have been included as a default option for the Enterprise plan, especially considering the substantial monthly fee of $89 that is already being paid. It is inevitable for organizations with multiple Enterprise users to experience growth and undergo changes. Hence, the ability to seamlessly transfer documents between workspaces is fundamental and should be readily available.
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AdminLori Nolen (Admin, PandaDoc) commented
Important for Enterprise customer tara@plateiq.com. Please update customer when this moves to roadmap
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Lee-ann Dunton commented
This is a hugely important feature for us as well. We have multiple business units, and due to the limitations that PandaDoc has in managing document access (i.e., no folder restrictions within workspaces), we have to set up separate workspaces to handle a lot of this. When users have access to multiple workspaces, documents inevitably get created & sent from within the wrong workspace, and we have no way to move those to the correct location.
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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.
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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.
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joshu commented
as orgs scale - people set up individual accounts, really needed for org management and keep things centralised, legal and compliant.
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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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AdminAnonymous (Admin, PandaDoc) commented
move or copy Forms from one workspace to another
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AdminLori Nolen (Admin, PandaDoc) 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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AdminElly San Juan (Admin, PandaDoc) 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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AdminYana Martynenko (Admin, PandaDoc) commented
The option to move Sent documents with saving their status.