View Expiring Soon Documents

Learn how to use the Expiring Soon smart filter in QuoteCloud to quickly identify documents that are approaching expiration or have already expired. This helps you stay proactive and avoid missed deadlines.

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View Expiring Soon Documents

Learn how to use the Expiring Soon smart filter to quickly locate documents that require attention before they expire.

Steps to view expiring soon documents

1

Open the Dashboard

Navigate to the Dashboard where your document list, status filters, and smart filters are displayed.

2

Locate the Smart Filters section

In the left-hand navigation panel, find the Smart Filters section beneath the document status filters.

3

Select Expiring Soon

Click the Expiring Soon filter to display documents that are approaching their expiration date. :contentReference[oaicite:1]{index=1}

4

Review the filtered documents

The document table will update to display documents that are expiring soon or have already expired. :contentReference[oaicite:2]{index=2}

5

Take action before expiration

Review the displayed documents and determine whether they need to be renewed, updated, resent, or otherwise managed before expiration impacts your workflow.

Summary

You have successfully filtered documents using the Expiring Soon smart filter.

This filter helps you stay ahead of important deadlines by identifying documents that are approaching expiration or have already expired.

FAQs