Filter Documents Using Table Columns

Learn how to use table column filters in QuoteCloud to quickly locate specific documents. Apply filters directly within document table columns to narrow results by title, passengers, consultants, creators, and other available document attributes.

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Filter Documents Using Table Columns

Learn how to quickly find documents by using the filter fields available directly within the document table columns.

Steps to filter documents using table columns

1

Locate the table column filters

Open the Dashboard and locate the filter fields positioned directly beneath the document table column headers.

2

Filter by document title

Enter a keyword or document name into the Filter Title field to display matching documents.

3

Review the filtered results

The document list automatically updates as you type, displaying only records that match the title filter criteria.

4

Apply additional column filters

Use other available table filters such as Passengers, Consultant, Status, or Created By to further narrow the results.

5

Filter by document creator

Click the Created By dropdown and select a user to display only documents created by that person.

6

Refine your search results

Combine multiple column filters to create highly targeted document searches and quickly locate the records you need.

Summary

You have successfully filtered documents using table column filters.

Combining multiple column filters helps you quickly find specific documents and improves document management efficiency.

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