How do you archive templates?

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Mike Fomkin

• December 04, 2021 21:49

We are updating our paperwork for 2022. How do we archive outdated templates? 

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  Rocky Dohmen

  • December 06, 2021 18:34

  Hi Mike, 

  Unfortunately, there is no built-in way to archive templates within PandaDoc. However, we always recommend creating a sub-folder within the Templates folder and labeling that 'Archived. You can find more info on creating folders here. 

  Thanks!

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