Quick summary
PandaDoc's document search feature lets users instantly locate any file by keyword, recipient name, or document content directly from the Documents tab. Results appear in real-time as you type, eliminating manual scrolling through large document libraries.
Steps
- Navigate to the Documents tab on the left-hand panel.
- Locate the Search bar at the top of the Documents view.
- Type in keywords, document names, recipient names, or specific phrases from within a document.
- Review real-time results as they appear while you type.
- Select the relevant result to quickly locate any document in PandaDoc without wasting time.
