View Documents in Review Status
Learn how to filter your document list to display only documents that are currently in review. This view helps you quickly locate documents awaiting approval, feedback, or workflow-related actions.
Steps to view documents in Review status
Open the Dashboard
Navigate to the Dashboard where document filters and status options are displayed in the left-hand navigation panel.Expand the status filters
In the Statuses section, click Show more to reveal additional document status options.Select In Review
Click the In Review status filter to display documents that are currently awaiting review.Review filtered results
The document table will automatically update to display only documents that have an In Review status.Manage review documents
Browse the filtered list to identify documents that require approval, feedback, or additional review actions.
FAQs
What does In Review status mean in QuoteCloud?
In Review status indicates that a document is currently undergoing review and may require approval, feedback, or workflow action before progressing further.
How do I view documents in Review status?
Open the Dashboard, expand the Statuses section, and select In Review from the list of available status filters.
Where can I find the In Review filter?
The In Review filter is located within the expanded Statuses section after clicking Show more.
Why can't I see the In Review option?
Additional status filters may be hidden by default. Click Show more to reveal all available document statuses.
What happens when I click In Review?
The document table refreshes and displays only documents that currently have an In Review status.
Can I search within review documents?
Yes. Search fields, filters, and sorting options remain available while viewing In Review documents.
What types of documents appear in Review status?
Documents that are awaiting approval, internal review, workflow validation, or feedback may appear in this status.
Can I perform actions on documents in Review status?
Available actions depend on your permissions and your organization's workflow configuration.