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How to Sort Documents in PandaDoc

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To organize your documents effectively in PandaDoc, you can utilize the following sorting options:

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  1. Navigate to the 'Documents' section in your PandaDoc account.
  2. You can use 'Folders' to sort documents in PandaDoc. Drag and drop documents into the folders for better organization.
  3. Click on the filters to sort documents based on that criterion.
  4. By implementing these sorting and organizing strategies, you can enhance your workflow efficiency within PandaDoc.
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