1
Open the Dashboard
Navigate to the Dashboard where your document list, status filters, and smart filters are displayed.
View Currently Travelling Documents
Learn how to use the Currently Travelling smart filter in QuoteCloud to display documents associated with travelers who are currently on their journey. This filter helps you monitor active travel records and stay informed about ongoing trips.
View Currently Travelling Documents
Learn how to use the Currently Travelling smart filter to quickly locate documents associated with travelers who are currently on their journey.
Steps to view Currently Travelling documents
2
Locate the Smart Filters section
In the left-hand navigation panel, find the Smart Filters section beneath the document status filters.
3
Select Currently Travelling
Click the Currently Travelling smart filter from the Smart Filters list to display active travel-related documents. :contentReference[oaicite:1]{index=1}
4
Review the filtered results
The document table will automatically refresh and display documents with a status of Currently Travelling. :contentReference[oaicite:2]{index=2}
5
Monitor active travel documents
Review the displayed records to track travelers currently on their journey and manage any related travel documentation.
FAQs