View Your Documents
Learn how to access documents that belong specifically to you in QuoteCloud. The Your Documents view helps you quickly find and manage your own document records without browsing the entire document library.
Steps to view your documents
Open the Dashboard
Navigate to the Dashboard where the document navigation menu is displayed on the left side of the screen.Locate the Your Documents option
In the left-hand navigation panel, find the Your Documents option located beneath All Documents.Select Your Documents
Click Your Documents to display only the documents associated with your account.Review your document list
Browse the filtered list of documents and use available search, filter, and sorting options to locate specific records.
FAQs
What is the Your Documents view in QuoteCloud?
The Your Documents view displays only the documents associated with your account, making it easier to manage your personal workload.
How do I view my documents?
From the Dashboard, click Your Documents in the left-hand navigation panel to display your document list.
Where can I find the Your Documents option?
The option is located in the Dashboard navigation menu beneath All Documents.
What is the difference between All Documents and Your Documents?
All Documents displays every document you can access, while Your Documents only shows documents associated with your user account.
Can I search within my documents?
Yes. You can use the available search and filtering tools to quickly locate specific documents.
What information is displayed in the Your Documents view?
The view may include document IDs, titles, passenger information, consultants, statuses, creation dates, and other document-related details.
Can I sort my documents?
Yes. Available column headers and filters can be used to organize and sort your document list.