How to filter archived documents by paid status in PandaDoc
Here is how to filter archived documents by paid status in pandadoc
- First click on the "Documents" item in the left sidebar
- Then click on the "Archived" tab in the top navigation menu
- Next click on the "Status" dropdown filter button
- Then scroll down in the status filter dropdown menu
- Next click on the "Paid" checkbox option in the status filter
- Finally click on the "Apply" button to confirm the filter selection
Why should you filter archived documents by paid status in PandaDoc
PandaDoc is a dynamic platform designed to streamline your document workflow seamlessly.
Filtering archived documents by paid status in PandaDoc enhances organizational efficiency by quickly categorizing your historical data. This feature allows you to pinpoint which documents have been finalized through payment, providing essential clarity.
By utilizing this filter, users gain the ability to manage and access critical financial information effortlessly. This ensures that nothing important slips through the cracks, supporting informed decision-making and time savings.
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