How to Organize Documents in Folders in PandaDoc
- George Apostolov
How to Organize Documents in Folders in PandaDoc: step-by-step guide
Navigate to the 'Documents' tab on the left-hand panel.
Go to the 'Folder' section.
Select a folder you want to organize.
Click the order icon to change the list order.
Select 'Documents first'
Quick answer: To organize documents in folders in PandaDoc, navigate to the Documents tab, go to the Folder section, and select the folder you want to organize. Next, click the order icon to change the list order, and finally select Documents first.
About this PandaDoc tutorial
Organize your files in PandaDoc by navigating to folders, adjusting the list order, and setting documents to appear first. This guide shows how to organize Documents in Folders in PandaDoc in 5 steps, starting with "Navigate to the 'Documents' tab on the left-hand panel" and finishing with "Select 'Documents first'". 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 organize Documents in 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 Preview Documents in PandaDoc, How to Print Documents from PandaDoc and How to Rename Documents in PandaDoc. Last reviewed 05 Oct 2026.
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