How to move a template folder in PandaDoc
Here is how to move a template folder in pandadoc
- First click on the dropdown arrow next to "Templates" in the left sidebar to expand the menu
- Then click on "My templates" option in the expanded Templates submenu in the left sidebar
- Next click on the three-dot menu button next to the folder that you want to move
- Then click on "Move" option from the dropdown menu that appears
- Next click on the folder option where you want to move the template folder in the "Move Important Templates to..." dialog box
- Finally click on the "Move here" button to confirm moving the folder to the selected location
Why should you move a template folder in PandaDoc
PandaDoc is a comprehensive solution designed to streamline document management and electronic signatures for businesses of all sizes.
Moving a template folder in PandaDoc is a straightforward feature that enhances your organizational efficiency. With just a few clicks, you can rearrange your template hierarchy to fit evolving business needs.
This functionality provides greater flexibility in maintaining document order, ensuring teams can access the most relevant and critical resources effortlessly.
Efficient folder management saves time, reduces clutter, and optimizes workflow, empowering your team to focus on what truly matters—closing deals and driving success.
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