Custom Filters

View Saved Custom Filters

Learn how to view saved custom filters in QuoteCloud. Access previously created custom filters to quickly organize, manage, and locate documents based on your saved filter configurations.

Delete a Saved Filter Configuration

Learn how to delete a saved filter configuration in QuoteCloud. Remove unused custom filters, keep your workspace organized, and manage filter configurations efficiently.

Resave a Filter with Current Settings

Learn how to resave a custom filter with updated settings in QuoteCloud. Modify filter criteria, update saved configurations, and keep your custom filters aligned with your current document preferences.

Create and Save a New Filter Configuration

Learn how to create and save a custom filter configuration in QuoteCloud. Build personalized document views using filter criteria and save them for quick access in the future.