Delete a Saved Filter Configuration

Learn how to remove a saved custom filter configuration in QuoteCloud. Deleting unused filters helps keep your workspace organized and makes filter management easier.

Delete a Saved Filter Configuration

Learn how to remove a saved custom filter configuration that is no longer needed.

Steps to delete a saved filter configuration

1

Locate the Custom Filters section

Navigate to the Dashboard and find the Custom Filters section in the left-hand navigation panel where your saved filter configurations are listed.

2

Open the filter options menu

Click the three-dot menu beside the custom filter you want to remove to display additional filter management options.

3

Select Delete Configuration

From the available options, click Delete Configuration to remove the selected custom filter from your saved filters list.

4

Verify the filter removal

Once deleted, the custom filter configuration is removed from the Custom Filters section and is no longer available for future use.

Summary

You have successfully deleted a saved filter configuration.

Removing unused custom filters helps keep your workspace organized and makes managing document views more efficient.

FAQs