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How do I edit a sent PandaDoc?
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document. Make changes to the document that you need and once ready, send it out again. After you have resent the document, the recipient will get a new notification email with the latest document version.
How do I edit a table of contents in PandaDoc?
You can customize the table of contents block as any text or table block in your template or document. Start by selecting the block, then select Properties on the floating panel, then go to Design on the right. Here you'll be able to customize: Row colors. Document design – Help center - PandaDoc PandaDoc https://support.pandadoc.com › en-us › articles › 36002 PandaDoc https://support.pandadoc.com › en-us › articles › 36002
How do I edit signed PandaDoc?
Step 1: Select the document. Go to Documents. Step 2: Pull the Document Back. Select Actions ⇒ Edit document. Step 3-A: Make Edits. At this point you can make the necessary edits to your document. Step 3-B: Resend Document. Step 3-C: Delete Document.
How do I make a field optional in PandaDoc?
Click on a field, select Properties on the floating panel, and select/unselect "Required". Fields – Help center - PandaDoc PandaDoc https://support.pandadoc.com › 360040595714-Fields PandaDoc https://support.pandadoc.com › 360040595714-Fields
How do I manually change status in PandaDoc?
On private note you can type anything you want mentioning why you change the status manually. HereMoreOn private note you can type anything you want mentioning why you change the status manually. Here you can also upload a file and the file is going to be automatically attached to the document. How to manually change a document status - PandaDoc YouTube https://.youtube.com · blungo YouTube https://.youtube.com · blungo
How do you change the background in PandaDoc?
Page background Next, upload a background image or choose a background color, then adjust the background using the additional settings. To add a background to every page in your template, go to the Design tab, then choose Page Background.
How do I change an expired document in PandaDoc?
To remove the “Expired” status, you have two options: Change the document back to draft. To do so, open the document, and click on Actions > Edit. Modify expiration settings and document content (if needed) and resend it to your recipients.
Can you edit documents in PandaDoc?
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document. Make changes to the document that you need and once ready, send it out again. After you have resent the document, the recipient will get a new notification email with the latest document version. Edit sent documents – Help center - PandaDoc PandaDoc https://support.pandadoc.com › en-us › articles › 360042 PandaDoc https://support.pandadoc.com › en-us › articles › 360042
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