New Admin looking for best practices in segregating types of docs

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    Rocky Dohmen

    Hi Paula,

    What a great question! Personally, I prefer and we recommend workspaces for different teams. This helps to keep the correct eyes on the documents and templates, and it's especially helpful if you and your organization is using PandaDoc in different ways - like sales, HR, and Customer Success. 

    Here are some posts that might help you on your journey to becoming an ace PandaDoc Admin:

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    Paula Vogler

    Thanks so much for the input Rocky. I believe that is the way we will go...segregating the Workspaces by teams and have their pertinent docs within their Workspace. 

    Since posting I learned that access to templates is actually at the Workspace level and not the template folder level so it makes more sense to do it by Workspace anyway.

     

    Thanks Again!

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