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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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  • Dag Arne Brænd commented  · 

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

  • 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

  • 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.

  • 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 keep the document status after copying the document to another workspace, please change the document status manually after transfer. Here’s an article on how this works: https://support.pandadoc.com/hc/en-us/articles/360041879753-Manually-change-document-status

    To transfer the document to another workspace, please reach out to our Support Team for help. Unfortunately, at this moment, this would not be possible to transfer the document with fields filled in. All the completed fields will be erased after the transfer. Apologies for the inconvenience.

    (Edited by admin)
  • cmugrdechian commented  · 

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

  • 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

  • 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.

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