1
Open the Dashboard
Navigate to the Dashboard where document navigation options are displayed in the left-hand sidebar.
View Deleted Documents
Learn how to access and review deleted documents in QuoteCloud. The Trash section provides a centralized location for viewing documents that have been removed from active document lists.
View Deleted Documents
Learn how to access the Trash section and review documents that have been deleted from your active document lists.
Steps to view deleted documents
2
Locate the Trash section
In the left-hand navigation menu, find the Trash option located beneath Workflow Review.
3
Open Trash
Click the Trash button to access deleted documents.
4
Review deleted documents
The document table refreshes and displays all documents currently stored in the Trash.
5
Browse document information
Review document details such as document ID, title, consultant, status, creator, and other available information.
6
Manage deleted records
Use the Trash view to monitor removed documents and prepare for any available recovery or document management actions.
FAQs