View Accepted Documents
Learn how to filter your document list to display only documents with an Accepted status. This view helps you quickly locate documents that have been approved or accepted by recipients and completed their review process.
Steps to view accepted documents
Open the Dashboard
Navigate to the Dashboard where your document list and document status filters are displayed.Expand the status filters
In the Statuses section, click Show more to reveal additional document status options. :contentReference[oaicite:1]{index=1}Select Accepted
Click the Accepted status filter from the expanded list of document statuses to display accepted documents only. :contentReference[oaicite:2]{index=2}Review accepted documents
The document table will automatically refresh and display only documents that currently have an Accepted status. :contentReference[oaicite:3]{index=3}Monitor completed document workflows
Browse the filtered results to review accepted documents and track successfully completed document approvals and recipient actions.
FAQs
What does Accepted status mean in QuoteCloud?
Accepted status indicates that a document has been reviewed and accepted by the recipient, successfully completing the approval process.
How do I view accepted documents?
Open the Dashboard, click Show more in the Statuses section, and select Accepted from the available status filters.
Where can I find the Accepted filter?
The Accepted filter is located within the expanded Statuses section in the left-hand navigation panel.
Why can't I see the Accepted option?
Some status filters are hidden by default. Click Show more to reveal additional document status options.
What happens when I select Accepted?
The document table updates to display only documents that currently have an Accepted status.
What types of documents appear in Accepted status?
Documents that have been approved, accepted, or completed by recipients may appear in this status category.
Can I search within accepted documents?
Yes. Search fields, filters, and sorting options remain available while viewing accepted documents.
Does applying the Accepted filter change any document data?
No. Applying a filter only changes what is displayed and does not modify document content or status information.