Ultimo aggiornamento il
Jan 24, 2025
Switch from PandaDoc to pdfFiller for a Export Required Field Document Solution Gratuito
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How to make fields required in PandaDoc?
Make a field required We recommend keeping it required - your client won't be able to complete the document without putting their signature in. Click on a field, select Properties on the floating panel, and select/unselect "Required".
How do I attach a file in PandaDoc?
Use the quick-add button at the top or bottom of a page. Simply click on it and select Add attachment. The name of the attachment will be shown in the body of the document, but the attachment's content won't be visible.
How do I send a document as a link?
Creating a shareable link makes it simple to share a document in an email, document, or IM. Select Share. Select Link settings if you want to change permissions. Select Copy Link and share the link however you want, like in an email, document, or IM.
How do I forward a document in PandaDoc?
From the Document With the document open, on the top right you will see 'other actions', here you have a few options, including 'Forward'. Once clicked you will follow the same instructions as mentioned above.
How do I save a PandaDoc template to the content library?
Click the three dots above the page you would like to add to the library, here you will see the option to add the page to the Content Library. Specific blocks: To start, click on the block you wish to save, once the block is clicked a floating menu bar appears at the top. Click on the 'Add to Library' icon.
How do I share a Document in PandaDoc?
If you'd like to send via PandaDoc and share via link, click Send via email in PandaDoc first. Once the document has been sent, you can click Share via link to generate links. If you edit a document after sharing it, the document will move back to “Draft” status and your recipients will no longer be able to access it.
How do I send a document through PandaDoc?
That's more specific to your recipient. Write a short message to the recipient. Then hit send nowMoreThat's more specific to your recipient. Write a short message to the recipient. Then hit send now the document is in sent mode. And the status will change when your recipient opens.
How do I download a Document from PandaDoc?
Bulk downloading documents Select all of the documents you'd like to download. Then click on the Download button at the top right. You will see a notification that the download has started and once it's processed, you will receive a notification email from PandaDoc that includes a . The link to the .
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