Quick summary
PandaDoc lets you create document folders directly from the Documents section, helping teams keep contracts, proposals, and agreements organized in one place. This folder management feature takes just a few clicks and instantly improves document workflow efficiency.
Steps
- Click 'Documents' in the left-hand menu to open the documents section.
- Go to the 'Folders' section and click the add icon to create a new document folder.
- Type in a name for your folder.
- Click 'Create' to save the folder.
- Navigate to the 'Folders' section in the Documents page to view and manage your folders.
