Quick summary
PandaDoc's document filtering feature lets users sort and locate documents by date, status, team member, or recipient directly from the Documents dashboard. Using these filter options streamlines document management and reduces time spent searching for specific files.
Steps
- Navigate to the Documents tab on the left-hand panel.
- At the top of the Documents list, locate the available filter options.
- Filter by date — choose to sort documents by modification, creation, or expiration date.
- Filter by status — select documents based on their current document status.
- Filter by team member — choose documents associated with specific team members.
- Filter by recipient — narrow results to documents sent to particular recipients.
- Click Apply to activate your selected filters.
- Use these combined filter options to streamline your document management workflow in PandaDoc.
