Filter Documents Using Table Columns
Learn how to use table column filters in QuoteCloud to quickly locate specific documents. Apply filters directly within document table columns to narrow results by title, passengers, consultants, creators, and other available document attributes.
Steps to filter documents using table columns
Locate the table column filters
Open the Dashboard and locate the filter fields positioned directly beneath the document table column headers.Filter by document title
Enter a keyword or document name into the Filter Title field to display matching documents.Review the filtered results
The document list automatically updates as you type, displaying only records that match the title filter criteria.Apply additional column filters
Use other available table filters such as Passengers, Consultant, Status, or Created By to further narrow the results.Filter by document creator
Click the Created By dropdown and select a user to display only documents created by that person.Refine your search results
Combine multiple column filters to create highly targeted document searches and quickly locate the records you need.
FAQs
What are table column filters in QuoteCloud?
Table column filters allow you to filter documents directly from the document table using fields located beneath each column heading.
How do I filter documents by title?
Enter a keyword or document name into the Filter Title field to display matching records.
Can I use more than one filter at the same time?
Yes. Multiple column filters can be combined to create more specific search results.
Which columns can be filtered?
Available filters may include ID, Title, Passengers, Consultant, Status, Created By, and other document-related fields.
How do I filter by document creator?
Use the Created By dropdown and select a specific user to display documents created by that person.
Does filtering remove documents from the system?
No. Filters only change what is displayed and do not affect document records or data.
Do search results update automatically?
Yes. The document list refreshes automatically as filter criteria are applied.
Can I filter by consultant?
Yes. Use the Consultant column filter to display documents associated with a specific consultant.