New Admin looking for best practices in segregating types of docs

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Paula Vogler

• June 14, 2021 17:23

I'm new to PandaDocs and have taken on ownership at my Company where we just purchased it. 

I'm looking for advice from existing users that setup and admin at their company. What is the best way to segregate documents--by workspace or template folders?

For instance, if I have a Proposal Doc which is "owned" by the Sales teams, would it be best to have a Workspace named Sales and all Sales templates be in there OR have a Sales template folder and have all Sales docs in there? I guess the Workspace then would be all?

Looking for advisement  and tips before we get too far in our implemenation.

 

Thanks!

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• 

  Rocky Dohmen

  • June 14, 2021 20:17
  • Edited

  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:

  • Creating & Maintaining Tidy Workspaces
  • How to Create and Manage a new Workspace
  • Manage Your Content Like a Pro
  • PandaDoc Content Library: a Breakdown and Best Practices

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  Paula Vogler

  • June 15, 2021 13:05

  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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