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How to Filter Documents in PandaDoc
To efficiently manage your documents in PandaDoc, you can utilize various filtering options available in the Documents section. Here's how to apply these filters:
Navigate to the 'Documents' tab on the left-hand panel.
At the top of the Documents list, you'll find filter options.
You can filter documents based on date. Filter by modification, creation, or expiration dates.
To filter documents by status, select documents based on their current status.
Choose documents associated with specific team members.
Filter documents sent to particular recipients.
Click 'Apply' to proceed.
By effectively using these filters, you can streamline your document management process in PandaDoc, making it easier to locate and organize your documents.
