View All Document Statuses

Learn how to use the All Statuses filter in QuoteCloud to display documents from every status category. This view helps you quickly review and manage documents regardless of their current workflow stage.

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View All Document Statuses

Learn how to use the All Statuses filter to display documents from every available status category in a single view.

Steps to view all document statuses

1

Open the Dashboard

Navigate to the Dashboard where document filters and status options are displayed in the left-hand navigation panel.

2

Locate the Statuses section

Find the Statuses section in the left sidebar below the document navigation options.

3

Select All Statuses

Click All Statuses to display documents from every available status category.

4

Review filtered results

The document list will update to display records across all statuses, including Creating, Sent, Signing, Revised, Expired, and other available workflow stages.

5

Browse and manage documents

Use the displayed list to review document statuses, locate records, and perform available document management actions.

Summary

You have successfully viewed documents across all status categories.

The All Statuses filter provides a complete overview of your documents and their current workflow stages.

FAQs