1
Open the dashboard
Navigate to the main dashboard where your document table and document management tools are displayed.
Editing Layout of the Documents Table
This guide explains how to edit the layout of the Documents Table in QuoteCloud, helping you organise, sort, and display document data efficiently.
Editing Layout of the Documents Table
Learn how to customize your dashboard document table by showing, hiding, and rearranging columns for a more efficient document management workflow.
Steps to customize the documents table layout
2
Open dashboard layout options
Click the 3-sliders layout icon located in the top-right corner of the dashboard toolbar.
3
Launch the Dashboard Layout Editor
From the dropdown menu, select Dashboard Layout to open the Dashboard Editor.
4
Expand a layout section
Click the down-arrow icon beside a category such as Document Meta Data or Customer Details to view the available columns.
5
Show or hide dashboard columns
Use the toggle switch beside each column name to control whether that column appears on the dashboard documents table.
6
Reorder dashboard columns
Drag and drop the column rows into your preferred order to customize how columns appear in the documents table.
7
Review the updated layout
Verify that the selected columns and ordering reflect the document management layout you want to use on the dashboard.
8
Save the dashboard changes
Click the Save button to apply and store your updated dashboard table layout configuration.
Frequently Asked Questions
What does "Editing the layout of the Documents Table" in QuoteCloud cover?
This guide explains how to customise the Documents Table in QuoteCloud so you can better organise, sort, and display document data. It focuses on adjusting column order, toggling column visibility, and applying sorting to surface the fields most important to your sales quoting software or proposal software workflows.
Which layout elements can I edit in the Documents Table?
You can edit the column order, show or hide specific columns (column visibility), and apply sorting rules to one or more columns. These controls let you tailor the table view in QuoteCloud to highlight the document details that matter most for your quote software or sales proposal software tasks.
How do I change the column order in the Documents Table?
Reordering columns is done directly in the Documents Table—typically by selecting a column header and dragging it left or right to a new position. For exact step‑by‑step instructions and screenshots, refer to the full "Editing Layout of the Documents Table" guide on QuoteCloud.
Can I hide or show specific columns in the Documents Table?
Yes. Use the table's column visibility controls to show only the fields you need and hide those you don't. Hiding unnecessary columns reduces clutter and helps you focus on key information when working in QuoteCloud's quote software or proposal software features.
How does sorting work in the Documents Table?
Click a column header to sort the table by that field (usually toggling between ascending and descending). Sorting can help you prioritise documents by date, status, name, or other available fields so you can find and act on items faster in your sales quoting or proposal workflows.
Will layout changes to the Documents Table affect other users?
No. Layout adjustments you make—column order, visibility, and sorting—apply only to your personal view of the Documents Table and do not change other users' table layouts or views in QuoteCloud.
Can I save or restore custom table layouts?
Some users prefer to save custom views so they can quickly return to a preferred layout. If you need to save or restore a layout, check the full guide or your account settings in QuoteCloud for options related to saved views. If you don’t see an option, contact your QuoteCloud administrator or support for assistance.
How do layout adjustments improve document management?
Customising column order, visibility, and sorting reduces visual clutter and surfaces important document details quickly—speeding up review and decision making. For teams using QuoteCloud as sales quoting software or sales proposal software, a tailored Documents Table streamlines workflows and helps you create and manage quotes and proposals more efficiently.