View Documents in Creating Status
Learn how to filter your document list to display only documents with a Creating status. This view helps you quickly locate draft documents that are still being prepared and have not yet been sent or completed.
Steps to view documents in Creating status
Open the Dashboard
Navigate to the Dashboard where document filters and status options are displayed in the left-hand navigation panel.Locate the Statuses section
Find the Statuses section beneath the document navigation options.Expand additional status options
Click Show more to reveal additional document status filters.Select Creating
Click the Creating status filter to display only documents that are currently in the creation stage.Review filtered documents
The document table will refresh and display all documents that currently have a Creating status.
FAQs
What does Creating status mean in QuoteCloud?
Creating status indicates that a document is currently being prepared and has not yet been sent, delivered, or completed.
How do I view documents in Creating status?
Open the Dashboard, expand the Statuses section, and select Creating from the available status filters.
Where can I find the Creating filter?
The Creating filter is located within the Statuses section after clicking Show more.
Why can't I see the Creating option?
Additional status filters may be hidden. Click Show more to reveal the complete list of available statuses.
What happens when I click Creating?
The document table updates to show only documents that currently have a Creating status.
Can I search within Creating documents?
Yes. Search boxes and filters remain available while viewing Creating-status documents.
What types of documents typically appear in Creating status?
Draft documents, newly created documents, and documents that have not yet been submitted or sent commonly appear in Creating status.