QuoteCloudCustom Filters
4 guides
- Create and Save a New Filter ConfigurationLearn 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.
- Delete a Saved Filter ConfigurationLearn 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 SettingsLearn 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.
- View Saved Custom FiltersLearn 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.