Understanding Document and Template Folders
How PandaDoc organizes documents and templates into separate folder hierarchies, and what folder operations the API supports.
PandaDoc stores templates and documents in separate folder trees. You can use folders to keep proposals and quotes templates apart, or group a client's documents together for easy access.
Folders hierarchy
Available folder operations
The API supports the following operations on both document and template folders:
| Operation | Documents | Templates |
|---|---|---|
| Create a folder | Create document folder | Create template folder |
| List folders | List document folders | List template folders |
| Rename a folder | Rename document folder | Rename template folder |
| List items in a folder | List documents (filter by folder UUID) | List templates (filter by folder UUID) |
To create a document directly into a specific folder, include the folder UUID in your Create Document request:
"folder_uuid": "documents_folder_uuid"Note: The root folder is not included in list folder responses.
Limitations
- No delete or move via API. Use the PandaDoc web app to delete or move folders.
- No moving existing items. Documents and templates can only be placed in a folder at creation time. To reorganize existing items, use the web app.
- Separate hierarchies. A single folder cannot contain both templates and documents.
- "Shared with me" is web-only. Templates shared via content sharing between workspaces aren't accessible through the API. Copy the template to your workspace to use it via API.
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Updated 2 days ago