How to filter created documents by for approval status in PandaDoc
Here is how to filter created documents by for approval status in pandadoc
- First click on "Documents" in the left sidebar navigation menu
- Then click on "Created by me" tab in the top navigation bar
- Next click on "Status" dropdown filter button in the filter toolbar
- Then click on "For approval" checkbox option in the status filter dropdown menu
- Finally click on "Apply" button to confirm the filter selection
Why should you filter created documents by for approval status in PandaDoc
PandaDoc revolutionizes document workflows by streamlining the creation, management, and approval processes.
One standout feature is the ability to filter created documents by approval status, which significantly enhances efficiency and organization.
By using this feature, users can expedite locating documents needing attention, ensuring timely completion and decision-making.
This organizational tool minimizes bottlenecks and supports productivity by allowing teams to focus swiftly on tasks that require immediate action.
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