How to Create Document Folders in PandaDoc
- George Apostolov
How to Create Document Folders in PandaDoc: step-by-step guide
Click 'Documents' in the left-hand menu.
Go to the 'Folders' section and click on the add icon to create a 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.
Quick answer: To create document folders in PandaDoc, click Documents in the left-hand menu, go to Folders and click the add icon, type a folder name, and click Create. Finally, navigate to the Folders section in the Documents page to view and manage your new folders.
About this PandaDoc tutorial
Organize your files easily by creating custom document folders in PandaDoc. Follow these simple steps to set up and manage your workspace. This guide shows how to create Document Folders in PandaDoc in 5 steps, starting with "Click 'Documents' in the left-hand menu" and finishing with "Navigate to the 'Folders' section in the Documents page to view and manage your folders". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Document Folders in PandaDoc?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Create Your First Document in PandaDoc, How to Delete Documents in PandaDoc and How to Download Signed Documents in PandaDoc. Last reviewed 05 Oct 2026.
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