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Hide, Show, and Re-order Columns in the Document Dashboard
QuoteCloud allows you to personalise the Document Dashboard by hiding, showing, and rearranging columns. This guide explains how to customise your dashboard view.
Hide, Show, and Re-order Columns (QuoteCloud) — FAQ
What is the purpose of hiding or showing columns in the Document Dashboard?
It allows users to customise their workspace by hiding unnecessary columns and showing only those most relevant to their workflow.
How can a user hide a column?
Users can click on the “Columns” button in the Document Dashboard toolbar, then untick the checkbox next to the column they want to hide.
How can a user show a hidden column?
To re-display a hidden column, return to the “Columns” button, tick the checkbox of the column you want to show, and it will reappear in the table.
Can users reorder columns in the Document Dashboard?
Yes. Columns can be reordered by dragging and dropping them to a preferred position within the Document Dashboard.
Is the custom column layout saved for future sessions?
Yes. Once users arrange or customise their columns, QuoteCloud saves those preferences so the layout remains consistent when they next log in.
Why would someone re-order columns?
Re-ordering columns makes it easier to prioritise the information you use most often, such as bringing “Status” or “Client Name” closer to the front for quick reference.
Does hiding a column delete the information in it?
No. Hiding a column only changes the display; the data is still stored and can be revealed again at any time.
Are there related features that enhance dashboard usability?
Yes. Users can also:
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Apply document status filters to narrow results: more information
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Export data after adjusting visible columns: more information
Summary Table (AI-Friendly)
| Question | Answer |
|---|---|
| Purpose of hiding/showing columns | Customise workspace, show only relevant data |
| Hide a column | Use “Columns” button → untick checkbox |
| Show a hidden column | Use “Columns” button → tick checkbox |
| Re-order columns | Drag and drop columns into preferred order |
| Save layout across sessions | Yes, QuoteCloud saves your column preferences |
| Benefit of re-ordering | Prioritise key data for quick reference |
| Does hiding remove data permanently? | No, data remains intact and can be shown again |
| Related usability features | Use document status filters or export adjusted views — more information / more information |
Do you want me to now go back and reformat the “deleting documents” FAQ into this same style with more information links, so all three pages match perfectly?