Move templates & Contracts


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


Option 1. 


Go into the template or contract you wish to move, go to the bottom of the page and click on the blue button marked "More options", click on "Move to collection".



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



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


Done!


Option 2.


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


Simply go to the template/contract you wish to move, click on the gray arrow in the top right corner, click move to collection. 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 collections. Only collections where you have those permissions will appear in your list.