1
Open the Dashboard
Navigate to the Dashboard where your document list, status filters, and smart filters are displayed.
View Due to Travel Documents
Learn how to use the Due to Travel smart filter in QuoteCloud to quickly locate documents associated with upcoming travel activities. This filter helps you monitor and manage travel-related records more efficiently.
View Due to Travel Documents
Learn how to use the Due to Travel smart filter to quickly find documents associated with upcoming travel activities.
Steps to view Due to Travel 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 Due to Travel
Click the Due to Travel smart filter to display documents associated with upcoming travel activity. :contentReference[oaicite:1]{index=1}
4
Review the filtered results
The document table will refresh and display documents with a status of Due to Travel. :contentReference[oaicite:2]{index=2}
5
Monitor upcoming travel documents
Review the filtered documents to ensure travel-related activities, itineraries, and associated records are properly managed before departure.
FAQs