Quick summary
PandaDoc lets you sort and organize documents using folders and filters, making it easy to manage your document workflow from a single dashboard. By dragging documents into folders and applying filter criteria, teams can quickly locate and prioritize the right documents at any time.
Steps
- Navigate to the Documents section in your PandaDoc account.
- Use Folders to sort your documents — drag and drop documents into folders for better organization.
- Click on the filters to sort documents based on a specific criterion.
- Apply these sorting and organizing strategies to enhance your overall workflow efficiency in PandaDoc.
