Tracking & managing documents

Tracking Documents

• Document info 
• Home
• Reporting
• My client signed the document, but it doesn't show as Completed
• Manually change document status
• Review Document Analytics

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Managing Documents

• Bulk import documents to PandaDoc
• Transfer document ownership to another user
• Common issues with uploading and downloading documents
• Document auto-numbering
• What happens to a deleted user’s documents?
• Manage your documents, templates and Content Library items