Document info
Availability: Essentials, Business, and Enterprise plans
The Document info panel allows you to preview document details without opening the document itself. You can view recipient analytics, general details, and an audit trail. You can also send a quick reminder to a document signer.
To open the Document info panel, hover over a document and select the Info button on the right. You can then check document information from either your list or Workspace activity on your home screen.
- Under Analytics, you can quickly check who hasn’t yet signed the document, then send a reminder to them. You can also review how much time a document participant has spent on each page.
- Under Details, you can check when a document was created and sent, when it will expire, and when it’s set up for renewal.
- The Audit trail tab provides a step-by-step history of all your document’s status changes.
Document info panel in PandaDoc editor
Note:
As we’re gradually releasing this functionality to our customers, you might not see it within your account right away.You can also access the Document info panel inside a document. To do this click the Document info icon at top of the page.
This panel allows you to check general information about the document, review recent document activity, and modify document settings. You can also copy the recipient's link by clicking the Share button under the document's name.
- Under Details, you can check when a document was created and sent, when it will expire, and when it’s set up for renewal.
- Under Latest activity, you can track every action that happened to this document.
- Under Settings you can set up or modify document expiration, auto-reminders, renewals, document sequence, and recipient view language.