View Currently Travelling Documents
Learn how to use the Currently Travelling smart filter in QuoteCloud to display documents associated with travelers who are currently on their journey. This filter helps you monitor active travel records and stay informed about ongoing trips.
Steps to view Currently Travelling documents
Open the Dashboard
Navigate to the Dashboard where your document list, status filters, and smart filters are displayed.Locate the Smart Filters section
In the left-hand navigation panel, find the Smart Filters section beneath the document status filters.Select Currently Travelling
Click the Currently Travelling smart filter from the Smart Filters list to display active travel-related documents. :contentReference[oaicite:1]{index=1}Review the filtered results
The document table will automatically refresh and display documents with a status of Currently Travelling . :contentReference[oaicite:2]{index=2}Monitor active travel documents
Review the displayed records to track travelers currently on their journey and manage any related travel documentation.
FAQs
What is the Currently Travelling filter in QuoteCloud?
The Currently Travelling filter is a Smart Filter that displays documents associated with travelers who are currently on an active journey.
How do I view Currently Travelling documents?
Navigate to the Dashboard and click Currently Travelling from the Smart Filters section.
Where can I find the Currently Travelling filter?
The filter is located in the Smart Filters section of the left-hand navigation panel.
What happens when I select Currently Travelling?
The document table updates and displays only documents that have a Currently Travelling status.
What types of documents appear in this filter?
Travel itineraries and other travel-related documents associated with active trips may appear in the filtered results.
Why should I use the Currently Travelling filter?
It helps you quickly identify travelers who are currently on their journey and monitor active travel-related records.
Can I search within Currently Travelling documents?
Yes. Search fields, filters, and sorting options remain available while the filter is active.
Does using the Currently Travelling filter change document information?
No. The filter only changes the displayed results and does not modify document content or settings.