View Alert Documents
Learn how to filter your document list to display only documents with an Alert status. This view helps you quickly identify documents that may require immediate attention or follow-up actions.
Steps to view alert documents
Open the Dashboard
Navigate to the Dashboard where your document list and status filters are displayed.Expand the status filters
In the Statuses section of the left-hand sidebar, click Show more to reveal additional document status filters.Select Alert
Click the Alert status option from the expanded list of document statuses.Review filtered documents
The document table updates to display only documents that currently have an Alert status.Monitor alert items
Review the filtered list to identify documents that require attention, follow-up actions, or workflow intervention.
FAQs
What does Alert status mean in QuoteCloud?
Alert status identifies documents that may require attention, review, follow-up, or another important action.
How do I view alert documents?
Open the Dashboard, click Show more in the Statuses section, and select Alert from the list of status filters.
Where can I find the Alert filter?
The Alert filter is located within the expanded Statuses section in the left-hand navigation panel.
Why can't I see the Alert option?
Some status filters are hidden by default. Click Show more to display all available document statuses.
What happens when I select Alert?
The document table refreshes and displays only documents that currently have an Alert status.
What types of documents may appear in Alert status?
Documents that require attention, contain workflow issues, need follow-up actions, or meet alert conditions may appear in this view.
Can I search within alert documents?
Yes. Search fields, filters, and sorting options remain available while viewing Alert-status documents.
Does applying the Alert filter change document information?
No. The filter only changes the displayed results and does not modify document content or workflow settings.