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?
AdminMasha Kisel
(Admin, PandaDoc)
shared this idea
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Aaron Smith commented
It would be amazing to move documents across workspaces!
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Anonymous 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.