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. Please check back for updates.
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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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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) -
Aaron Smith commented
It would be amazing to move documents across workspaces!
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Brian Gacila commented
maintain the document status and signature
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Evette Anderson commented
Must have.
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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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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. -
Paul Cedric Guevarra
commented
Allow user to transfer document from a workspace to another
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AdminYana Martynenko (Admin, PandaDoc) commented
The option to move Sent documents with saving their status.