1
Locate the column you want to sort
Navigate to the Dashboard and identify the table column you want to use for sorting, such as the Title column.
Sort Documents Using Table Columns
Learn how to sort documents directly from table column headers in QuoteCloud. Sorting helps you organize document lists alphabetically or in reverse order, making it easier to locate records and manage large document collections.
Sort Documents Using Table Columns
Learn how to organize your document list by sorting table columns in ascending, descending, or default order.
Steps to sort documents using table columns
2
Click the column header
Click the column heading to sort the document list based on the values in that column.
3
Review ascending order
The first click sorts the documents in ascending order. For text fields such as Title, records are sorted alphabetically from A to Z.
4
Verify the sort indicator
An ascending sort icon appears beside the column header to indicate that ascending sorting is active.
5
Click the column header again
Select the same column header a second time to switch the sort order from ascending to descending.
6
Review descending order
The table updates and sorts the records in descending order. For text fields, documents are displayed from Z to A.
7
Clear the sorting
Click the column header again to remove the sort setting and return the table to its default sorting state.
8
Confirm the sorting has been removed
The sorting icon disappears from the column header, indicating that no active sorting is applied.
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