1
Open the Dashboard
Navigate to the Dashboard where your document list, status filters, and smart filters are displayed.
Learn how to use the Travel Ended smart filter in QuoteCloud to display documents associated with completed trips. This filter helps you quickly locate past travel records and manage completed travel documentation.
Learn how to use the Travel Ended smart filter to quickly locate documents associated with completed travel activities.
1
Navigate to the Dashboard where your document list, status filters, and smart filters are displayed.
2
In the left-hand navigation panel, find the Smart Filters section beneath the document status filters.
3
Click the Travel Ended smart filter to display documents related to completed travel. :contentReference[oaicite:1]{index=1}
4
The document table will automatically refresh and display documents with a status of Travel Ended. :contentReference[oaicite:2]{index=2}
5
Review the displayed documents to track completed trips, access historical travel information, and manage past travel documentation.
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