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.
On Business and Enterprise plans Company field auto-populates with values recognized from the document contents. This will work for uploaded digital PDFs and editable documents created in PandaDoc. You can use this field to easily filter your documents by company name.
To add company data manually click the pen icon next to Company and type a value under “Details” in the document info panel in the document list or inside the document.
Note:
You can add as many companies as you need by clicking the plus(+) button on the right.- The Audit trail tab provides a step-by-step history of all your document’s status changes.
Document info panel in PandaDoc editor
You can also access the Document info panel inside a document. To do this click the Document info icon at the 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.