If you have more than one workspace, you can move a template or document to another workspace as needed.
Moving templates
- Go to your template archive.
- Navigate to the template you wish to move, click the three dots menu > Move to...
- 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.
- Go to your document archive.
- Navigate to the document you wish to move, click the three dots menu > Move to...
- 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.