View Documents in Creating Status

Learn how to filter your document list to display only documents with a Creating status. This view helps you quickly locate draft documents that are still being prepared and have not yet been sent or completed.

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View Documents in Creating Status

Learn how to filter your documents by Creating status so you can easily identify documents that are currently being prepared.

Steps to view documents in Creating status

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 beneath the document navigation options.

3

Expand additional status options

Click Show more to reveal additional document status filters.

4

Select Creating

Click the Creating status filter to display only documents that are currently in the creation stage.

5

Review filtered documents

The document table will refresh and display all documents that currently have a Creating status.

Summary

You have successfully filtered documents by Creating status.

The Creating status filter helps you quickly locate draft documents that are still being prepared before they move further through the workflow.

FAQs