View Due to Travel Documents
Learn how to use the Due to Travel smart filter in QuoteCloud to quickly locate documents associated with upcoming travel activities. This filter helps you monitor and manage travel-related records more efficiently.
Steps to view Due to Travel 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 Due to Travel
Click the Due to Travel smart filter to display documents associated with upcoming travel activity. :contentReference[oaicite:1]{index=1}Review the filtered results
The document table will refresh and display documents with a status of Due to Travel . :contentReference[oaicite:2]{index=2}Monitor upcoming travel documents
Review the filtered documents to ensure travel-related activities, itineraries, and associated records are properly managed before departure.
FAQs
What is the Due to Travel filter in QuoteCloud?
The Due to Travel filter is a Smart Filter that displays documents associated with upcoming travel activities.
How do I view Due to Travel documents?
Navigate to the Dashboard and click Due to Travel in the Smart Filters section.
Where can I find the Due to Travel filter?
The Due to Travel filter is located within the Smart Filters section in the left-hand navigation panel.
What happens when I select Due to Travel?
What happens when I select Due to Travel?
What types of documents appear in this filter?
Travel itineraries and other travel-related documents associated with upcoming travel events may appear in the filtered results.
Why should I use the Due to Travel filter?
It helps you quickly identify travel-related records that may require preparation, review, or follow-up before travel begins.
Can I search within Due to Travel documents?
Yes. Search fields, filters, and sorting options remain available while the filter is active.
Does using the Due to Travel filter modify any documents?
No. The filter only changes the displayed results and does not alter document content or settings.