Move templates and documents between workspaces

Angelica A
Angelica A
  • Updated

If you have more than one workspace, you can move a template or document to another workspace as needed. In this article you will learn who to move templates and documents between workspaces

Move templates

  1. Go to Templates  > Navigate to the template you wish to move.
  2. Click on the action menu > Move to...
  3. Select a target workspace > Move.
flytta mall.gif

Move documents

You can move a single document from the document’s action menu (just like templates). You can also select multiple documents to move them in bulk.

  1. Go to Documents and select the document(s) you want to move.
  2. Click the Move to icon, then choose the target workspace (and folder, if needed).
  3. Click Move.

Screen Recording 2026-09-22 at 15.24.49.gif

đź”— Click here to read the article: Folders.

INFORMATION
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.

Related to

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request