Manage your documents, templates and Content Library items

Filter by status

This is available for documents only. Click on a status on the left to filter out unnecessary documents:

Document list filters 

You can use the following filters separately or at the same time:

• Date (modification, creation, and expiration date)
• Status 
• Owner 
• Recipients 

If you’re searching for a specific document by a keyword you can also use document filters to narrow down the results.

Copy, move, rename, and delete documents and templates

To copy, move, rename or delete a single document/template, hover over the document on the far right, click on the “ellipses” and choose an action from the dropdown. See more about moving documents in folders fast below.

You can copy, move and delete multiple documents/templates at once. Check all the documents you’d like to manage, at the top right choose an action.

Restore deleted documents 

To recover a deleted document, open the document list first, next, select Trash folder, hover on the far right over the document, and select three vertical ellipses > Restore. 

To recover multiple documents, select each of them on the left to their name, then select Restore at the top right. 

To delete documents permanently, hover over the document, and select three vertical ellipses on the far right > Delete forever. You can also select multiple documents and click Delete forever to permanently delete them.

Bulk downloading documents

This is available for documents only. In order to download multiple documents at once, follow these steps:

1. Select all of the documents you’d like to download. Scroll down to be able to select more than 30 documents at once. 
2. Then click the  “ellipses” in the top right and choose Download.
3. You will see a notification that the download has started and once it’s processed, you will receive a notification email from PandaDoc that includes a .zip file of your documents + attached files and uploaded documents through the Upload field.
4. The link to the .zip file will expire within a week. 

Similarly, you can download a folder of documents.

Download documents as .docx 

You can download your templates or documents as .docx only inside a template/document.

How to enable/disable: on the lower left, go to Add-On Store > "Productivity" category, and find "Export to MS Word" > select Install add-on to review and enable.

Only the account owner can enable/disable this feature in Add-On Store.

Open a template/document, then select three vertical ellipses at the top right and select Download from the dropdown > Download as .docx.

Sort

You can sort documents by: title, status, date created. You can sort templates by: title, date created. Click on a column header and choose the order you would like to sort document in:

You can also sort to display documents before folders (when you have multiple folders and don't want to scroll too much down.)

Click the sorting icon in the top right corner and Documents first: 

Organize documents/templates in folders

In order to create a new folder, select '+' next to the 'Folders' on the left panel.

In order to move documents/templates into a folder, you can either drag and drop them (to a folder in the list or in the folder tree) - this option is only available with the new document list!

Or check the documents and click Move at the top right, choose the destination folder.

Move documents from a folder into the root folder

Check the documents you’d like to move to the root folder, drag them to ALL at the top and drop.

In order to rename or delete a folder, check it and click the ellipses on the far right > Delete:

Tag

To tag an item:

1. Hover over the document/template and click on the ellipses on the far right
2. Click Add tags
3. Choose a tag from the list or create a new one
4. Press “Save”

You will see all your existing tags on the left panel. Click on them to filter out all the documents with the tag(s) applied. If you choose more than one tag, PandaDoc will search for the documents with all chosen tags applied.

To untag a document:

1. Hover over the document and click on the ellipses on the far right
2. Click Manage tags
3. Press the red ‘x’ next to the tag you want to remove.
4. Press “Save”