The Inbox helps you track documents that require your signature or were sent to you by another PandaDoc user. Each document shows who sent it, when it was created, and its current status.
Accessing the Inbox
Click the Inbox icon in the top-right corner of your PandaDoc workspace. You can access it from the Home, Documents, or Templates pages.
Your Inbox includes two tabs:
Incoming – documents that require your action or have been shared with you.
Archived – notifications you’ve chosen to archive.
Managing documents in your Inbox
From the Incoming tab, you can:
Click a document to open it in a new tab for review or signing.
Download a copy of the document.
Archive a notification to remove it from your main list.
Documents are sorted from newest to oldest by default. You can use the column headers to sort by document name, status, or date received.
What’s new
Inbox is now located at the top right instead of the left-hand panel.
You can now archive notifications instead of deleting them.
The red dot indicator for unread items has been changed to green.