Sort Documents Using Table Columns
Learn how to sort documents directly from table column headers in QuoteCloud. Sorting helps you organize document lists alphabetically or in reverse order, making it easier to locate records and manage large document collections.
Steps to sort documents using table columns
Locate the column you want to sort
Navigate to the Dashboard and identify the table column you want to use for sorting, such as the Title column.Click the column header
Click the column heading to sort the document list based on the values in that column.Review ascending order
The first click sorts the documents in ascending order. For text fields such as Title, records are sorted alphabetically from A to Z.Verify the sort indicator
An ascending sort icon appears beside the column header to indicate that ascending sorting is active.Click the column header again
Select the same column header a second time to switch the sort order from ascending to descending.Review descending order
The table updates and sorts the records in descending order. For text fields, documents are displayed from Z to A.Clear the sorting
Click the column header again to remove the sort setting and return the table to its default sorting state.Confirm the sorting has been removed
The sorting icon disappears from the column header, indicating that no active sorting is applied.
FAQs
What is document sorting in QuoteCloud?
Document sorting allows you to organize records based on values in a selected table column, such as Title, ID, Status, or Consultant.
How do I sort documents by title?
Click the Title column header to sort documents alphabetically.
What happens when I click a column header once?
The document table sorts in ascending order. For text fields, this is typically A to Z.
How do I sort documents in descending order?
Click the same column header a second time to switch the sorting order to descending.
How can I tell if sorting is active?
A sorting icon appears next to the column header indicating the current sort direction.
Can I remove sorting completely?
Yes. Click the column header again to clear the sorting and return to the default view.
What does the ascending sort icon mean?
The ascending icon indicates records are sorted from lowest to highest values or alphabetically from A to Z.
What does the descending sort icon mean?
The descending icon indicates records are sorted from highest to lowest values or alphabetically from Z to A.