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.
