Using the Document Status Filters to Find Documents
QuoteCloud’s document status filters allow you to quickly search for documents based on their progress stage, such as Creating, Sent, Approved, or Lost. This guide explains how to apply these filters to find the documents you need efficiently.
Using the Document Status Filters to Find Documents — FAQ
What are document status filters in QuoteCloud?
Document status filters let you search and sort documents by their progress stage (for example, Creating, Sent, Approved, or Lost) so you can quickly locate documents at a particular stage in your workflow.
Where do I use the document status filters?
The filters are used from the Document Dashboard in QuoteCloud. The dashboard’s status filter controls enable you to apply those status-based searches across your documents.
Why should I use document status filters?
Status filters speed up document discovery by showing only the items that match a given progress stage, helping you find and act on documents more efficiently and reducing time spent searching through unrelated files.
Where can I learn more about related QuoteCloud features?
You may request a personalised demo or click here to book a time with a support team member.