1
Open the Dashboard
Navigate to the Dashboard where your document list and document status filters are displayed.
View Lost Documents
Learn how to filter your document list to display only documents with a Lost status. This view helps you quickly identify documents that were not accepted or resulted in lost opportunities.
View Lost Documents
Learn how to filter your documents by Lost status so you can quickly locate documents associated with lost opportunities.
Steps to view lost documents
2
Expand the status filters
In the Statuses section, click Show more to reveal additional document status options. :contentReference[oaicite:1]{index=1}
3
Select Lost
Click the Lost filter option to display documents that have been marked with a Lost status. :contentReference[oaicite:2]{index=2}
4
Review lost documents
The document table automatically refreshes and displays all documents that currently have a Lost status. :contentReference[oaicite:3]{index=3}
5
Analyze lost opportunities
Browse the filtered results to review lost documents, identify trends, and better understand unsuccessful document outcomes.
FAQs