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 | FAQ
What does "Editing the layout of the Documents Table" in QuoteCloud cover?
This guide explains how to edit the layout of the Documents Table in QuoteCloud, helping you organise, sort, and display document data efficiently. It focuses on adjusting column order, column visibility, and sorting to streamline document management.
Which layout elements can I edit in the Documents Table?
You can edit column order, column visibility (show or hide columns), and sorting options for the Documents Table. These controls let you tailor the table to surface the data most important to you.
How do I change the column order in the Documents Table?
The guide provides step‑by‑step instructions for reordering columns in the Documents Table. For the exact procedure, view the full guide on the Editing Layout of the Documents Table page at QuoteCloud.
Can I hide or show specific columns in the Documents Table?
Yes. The guide covers how to adjust which columns are visible so you can simplify the table view and focus on relevant document fields.
How does sorting work in the Documents Table?
The guide explains how to apply sorting to table columns so you can organise documents by date, status, name or other available fields. Use sorting to prioritise and find documents faster.
Will layout changes to the Documents Table affect other users?
No.
How do layout adjustments improve document management?
Customising column order, visibility, and sorting helps you reduce clutter, surface key document details quickly, and speed up workflows—making it easier to find, review, and act on documents within QuoteCloud.