1
Open the Dashboard
Navigate to the Dashboard where document filters, smart filters, and custom filters are displayed in the left-hand navigation panel.
View Saved Custom Filters
Learn how to view your saved custom filters in QuoteCloud. Saved custom filters help you quickly access predefined document views and organize records according to your specific business requirements.
View Saved Custom Filters
Learn how to access and view your saved custom filters so you can quickly find documents using your previously configured filter settings.
Steps to view saved custom filters
2
Locate the Custom Filters section
Scroll down the left-hand navigation menu until you find the Custom Filters section beneath the Smart Filters area.
3
Expand Custom Filters
Click the Custom Filters dropdown to display your saved custom filter configurations. :contentReference[oaicite:1]{index=1}
4
Review available filters
Your saved custom filters will appear directly beneath the Custom Filters heading. Review the available filter names to locate the one you need. :contentReference[oaicite:2]{index=2}
5
Select a saved filter
Click any saved custom filter to apply it and display documents that match the filter's predefined criteria.
FAQs