View Alert Documents

Learn how to filter your document list to display only documents with an Alert status. This view helps you quickly identify documents that may require immediate attention or follow-up actions.

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View Alert Documents

Learn how to filter your documents by Alert status so you can quickly identify records that require attention or action.

Steps to view alert documents

1

Open the Dashboard

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

2

Expand the status filters

In the Statuses section of the left-hand sidebar, click Show more to reveal additional document status filters.

3

Select Alert

Click the Alert status option from the expanded list of document statuses.

4

Review filtered documents

The document table updates to display only documents that currently have an Alert status.

5

Monitor alert items

Review the filtered list to identify documents that require attention, follow-up actions, or workflow intervention.

Summary

You have successfully filtered documents by Alert status.

The Alert status filter helps you quickly identify important documents that may require immediate attention or action.

FAQs