Move templates and documents between workspaces

Angelica Angelis
Angelica Angelis
  • 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.
GgIOnBdMVG1KUMQJzCEZdrfNOzDpHCaq1g.gif

Move documents

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

  1. Go to Documents > Navigate to the document you wish to move.
  2. Click on the action menu > Move to...
  3. Select a target workspace  > Move.

4SY6v9VBihez5mqgNSzgE2XpqTtIPH9eSw.gif

🔗 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