Settings and activity

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1. Change Document Location / Folder Inside the Document

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   New PandaDoc editor

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   Treo Team commented  ·  Jul 25, 2022  ·  Delete…

   While on the document view page (eg. where you can download a completed document, add chat notes, or copy the share links etc). It would be helpful to be able to sort documents into folders from that page instead of having to go back to the documents page --> find/search document -->sort into folder.

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   Treo Team supported this idea  ·  Jul 25, 2022