Inbox, filter by status for documents
Filter documents in Inbox by status
15
votes
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Anonymous commented
I use the inbox as a means for signing documents in a specific order. I do not want to see signed documents in my inbox - I want to see only "to be signed" documents. How do I get those cleared out of there without deleting the documents from PandaDoc completely?
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chris timol commented
As we ramp of usage of PD the lack of this basic feature creates an unnecessary time suck.
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Savannah Faulkner commented
Filter Inbox by documents that need action (unviewed documents, yellow background)
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Zach Bittner commented
Being able to filter by the status you select instead of ascending/descending would be very helpful.