Delete a Saved Filter Configuration
Learn how to remove a saved custom filter configuration in QuoteCloud. Deleting unused filters helps keep your workspace organized and makes filter management easier.
Steps to delete a saved filter configuration
Locate the Custom Filters section
Navigate to the Dashboard and find the Custom Filters section in the left-hand navigation panel where your saved filter configurations are listed.Open the filter options menu
Click the three-dot menu beside the custom filter you want to remove to display additional filter management options.Select Delete Configuration
From the available options, click Delete Configuration to remove the selected custom filter from your saved filters list.Verify the filter removal
Once deleted, the custom filter configuration is removed from the Custom Filters section and is no longer available for future use.
FAQs
What is a saved filter configuration in QuoteCloud?
A saved filter configuration is a custom filter that stores specific filtering criteria, allowing you to quickly access predefined document views.
How do I delete a saved filter configuration?
Open the three-dot menu beside the custom filter and select Delete Configuration.
Where can I find saved custom filters?
Saved filters are located in the Custom Filters section of the Dashboard's left-hand navigation panel.
What happens when I delete a filter configuration?
What happens when I delete a filter configuration?
Can I recover a deleted filter?
Recovery options depend on your organization's configuration. In most cases, deleted filters must be recreated manually.
Will deleting a filter affect my documents?
No. Deleting a filter only removes the saved filter configuration and does not affect any document data.
Can I delete filters created by other users?
This depends on your permissions and how custom filters are configured within your organization.
Is deleting a filter the same as clearing filter settings?
No. Clearing filter settings removes currently applied criteria, while deleting a filter removes the saved configuration itself.