Move templates and documents between workspaces

If you have more than one workspace, you can move a template or document to another workspace as needed.

Moving templates

1. Go to your template archive.  
2. Navigate to the template you wish to move, click the three dots menu > Move to...
3. In the Move to... window that appears, select a target workspace and click Confirm.
   Done! Your workspace is now moved to the selected workspace.

Moving documents

The process of moving documents to other workspaces is similar to moving templates. 

1. Go to your document archive.
2. Navigate to the document you wish to move, click the three dots menu > Move to...
   
3. In the Move to... window that appears, select a target workspace and click Confirm.

You can also move documents to folders within a workspace. Read more about folders here!

Note:
You need to have permission to move templates/documents in both source and target workspaces. Only workspaces with the corresponding permissions will be available to you.