View Expiring Soon Documents
Learn how to use the Expiring Soon smart filter in QuoteCloud to quickly identify documents that are approaching expiration or have already expired. This helps you stay proactive and avoid missed deadlines.
Steps to view expiring soon 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 Expiring Soon
Click the Expiring Soon filter to display documents that are approaching their expiration date. :contentReference[oaicite:1]{index=1}Review the filtered documents
The document table will update to display documents that are expiring soon or have already expired. :contentReference[oaicite:2]{index=2}Take action before expiration
Review the displayed documents and determine whether they need to be renewed, updated, resent, or otherwise managed before expiration impacts your workflow.
FAQs
What is the Expiring Soon filter in QuoteCloud?
The Expiring Soon filter is a Smart Filter that displays documents approaching expiration or documents that have already expired.
How do I view expiring soon documents?
Navigate to the Dashboard and click Expiring Soon in the Smart Filters section.
Where can I find the Expiring Soon filter?
The Expiring Soon filter is located under the Smart Filters section in the left-hand navigation panel.
What happens when I select Expiring Soon?
The document table refreshes and displays documents that are expiring soon or have already expired.
Why should I monitor expiring documents?
Monitoring expiring documents helps prevent missed deadlines, lost opportunities, and interruptions to important workflows.
Can I search within expiring documents?
Yes. Search fields, filters, and sorting options remain available while the Expiring Soon filter is active.
What types of documents appear in this filter?
Documents nearing their expiration date, along with expired documents, may appear in the filtered results.
Does using the Expiring Soon filter change document data?
Does using the Expiring Soon filter change document data?