What does Mark as Sent do in QuoteCloud?

Mark as Sent updates the document's status to indicate that it has been delivered or sent to the intended recipient.

How do I mark a document as sent?

Open the document actions menu using the ellipsis (...) button or by right-clicking the document, then select Mark as Sent.

Where can I find the Mark as Sent option?

The option is available in the document actions menu associated with each document in the Documents list.

Can I mark any document as sent?

Yes. Any document with access to the document actions menu can be updated to the Sent status when appropriate.

How can I confirm that a document was marked as sent?

The document's status will change to Sent and will be displayed in the Status column.

Does marking a document as sent actually send the document?

No. Mark as Sent only updates the document's status. It does not distribute or email the document.

Can I access the Mark as Sent option using a right-click menu?

Yes. The guide shows that right-clicking a document can also display document actions, including Mark as Sent.

Mark a Document as Sent

Learn how to update a document's status to Sent so you can accurately track document progress within QuoteCloud.

Steps to mark a document as sent

Locate the document

Find the document you want to update within your Documents list.

Open the document options menu

Click the ellipsis (...) icon located on the right side of the document row to access additional actions.

Alternative: Right-click the document

You can also right-click the document to display the available document actions.

Select Mark as Sent

From the document actions menu, click Mark as Sent to indicate that the document has been sent.

Verify the status update

Once selected, the document status will immediately update to Sent in the Status column.

Mark a Document as Sent