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Move templates and contracts between Workspaces


Move templates & Contracts


If you have more than one Workspace, you can move a template or contact to another Workspace as needed. Here's how:


Option 1. 


Go into the template or contract you wish to move and click on the three dots in the top right corner, then click on "Move to Workspace".



After you click on Move to Workspace, a list will appear showing the different Workspaces where you can move your document.


Choose the Workspace where you want your template/contract and confirm by clicking on the button marked "Move".


Done!


Option 2 (for Contracts).


You will find the same function straight from the menu-view as well. With this option, you don't need to actually enter the contract.


Simply go to the contract you wish to move, click on the three dots in the top right corner, click move to Workspace. The same list as described above will appear and you can move your document!



Note:


  • You need to have permission to move templates/contracts in both Workspaces. Only Workspaces where you have those permissions will appear in your list.















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