How to filter created documents by sent status in PandaDoc
Here is how to filter created documents by sent status in pandadoc
- First click on the "Documents" item in the left sidebar navigation menu
- Then click on the "Created by me" tab in the top navigation bar
- Next click on the "Status" dropdown filter button in the filter toolbar
- Then click on the "Sent" checkbox option in the status filter dropdown menu
- Finally click on the "Apply" button to confirm the filter selection
Why should you filter created documents by sent status in PandaDoc
PandaDoc is a versatile platform designed to streamline the creation, management, and tracking of documents.
One of its powerful features is the ability to filter created documents by sent status. This provides users with an efficient way to organize and monitor their document workflow.
By utilizing this feature, users can quickly identify which documents have been dispatched and which haven't, thus optimizing their follow-up process.
Ultimately, this leads to enhanced productivity and ensures no document falls through the cracks.
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