direct a new document with the transfer data option into the folder the initial document was created in
AdminValeryia Baranava (Admin, PandaDoc) commented
"I am having an issue with the transfer data to option. For some reason when I make a document in its own folder, and use the transfer data to option, this allows me to transfer data to a template and create a new document. Which is great, however it puts this document into the All documents folder. Is there a way to make it go to the folder it was transferred from?"