direct a new document with the transfer data option into the folder the initial document was created in
1
vote
AdminValeryia Baranava
(Admin, PandaDoc)
shared this idea
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"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?"