How to see documents sent to me for signature in my company dashboard?

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    Rocky Dohmen

    Hi Marcos,

    If someone has sent you a document to sign, you can easily find it, or any document that has been sent to you by checking your PandaDoc Inbox. There you will find all documents that have been sent to you.

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    Marcos Milanes

    Hi Rocky,

    Thanks fo your answer :)

    How can I have the documents I have created plus those I have been sent in the same view?

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    Rocky Dohmen

    If you've created, sent, and need to sign those documents then they would show within the InBox. Note in the image above there are two that list me as the creator. 

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    Marcos Milanes

    OK, thanks a lot. I understand better now. Still, I would like to have a dashboard view with all my legal documents (incoming and outgoing). Do you know what kind of tool I can use for this?

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    Rocky Dohmen

    We do have reporting but I do not think it is what you are looking for or need. 

    I would add this to our Product Portal this is where our Dev team looks for feature requests (they don't listen to me anymore 🤣)

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