Focus: The focus of this self-help article is to provide steps and information to use document folders in PandaDoc.
Please note: We do not have a limitation on the number of folders you can have for your documents. You can have sub-folders in folders if you need this to help you find your documents.
Step 1: Adding folders. Click on documents on the left. Here you will see options for folders. Click on “Add new Folder”.
Step 2: Deleting folders. If you ever need to delete a folder, click on “edit” and you will see “RED X’s” to remove them.
Step 3: Moving documents to created folders. Check the document and then click on “Move to folder”. Select your folder and click “Move”.