Document Management

View Document History

Discover how to view document history in QuoteCloud. Review document edits, status changes, recipient activity, and revision history from a complete activity timeline.

Update a Document Status

Discover how to update document statuses in QuoteCloud. Change a document's workflow stage, select a new status, and save updates to keep document tracking accurate and organized.

Sign a Document in Person

Follow these steps to sign a document in person in QuoteCloud. Choose a signer, open the document viewer, add an electronic signature, and complete the signing process securely.

Pin a Document

Discover how to pin documents in QuoteCloud to keep important files easily accessible. Follow these simple steps to pin a document and have it appear at the top of your document list.

Save a Document as a Template

Learn how to save a document as a reusable template in QuoteCloud. Convert existing documents into templates to streamline document creation and maintain consistency across your organization.

Delete a Document

Learn how to permanently delete a document in QuoteCloud. Remove unwanted documents, confirm deletion, and keep your document library organized and up to date.

View a Document

Discover how to view documents in QuoteCloud. Open documents directly from your document list, access the document editor, and review document content with ease.

Transfer a Document to a Colleague

Follow these steps to transfer document ownership in QuoteCloud. Select a colleague, update the document owner, and securely hand over responsibility for document management.

Share a Document Link

Discover how to share a document link in QuoteCloud. Generate general or recipient-specific links, copy shareable URLs, and securely provide access to documents online.

Mark a Document as Sent

Follow these simple steps to mark a document as Sent in QuoteCloud. Update document statuses, improve workflow tracking, and keep your document records organized.

Revise the Latest Document Version

Learn how to revise the latest version of a document in QuoteCloud. Create a new revision, edit document content, and maintain version history while preserving previous document versions.

Copy a Document ID

Follow these steps to copy a document ID in QuoteCloud. Access document options, copy the unique document identifier, and use it for support requests, integrations, and document tracking.