View Opened Documents

Learn how to filter your document list to display only documents with an Opened status. This view helps you track documents that recipients have viewed and monitor document engagement.

FAQs

What does Opened status mean in QuoteCloud?

Opened status indicates that a recipient has successfully opened and viewed the document.

How do I view opened documents?

Open the Dashboard, click Show more in the Statuses section, and select Opened from the list of available status filters.

Where can I find the Opened filter?

The Opened filter is located within the expanded Statuses section in the left-hand navigation panel.

Why can't I see the Opened option?

Some status filters are hidden by default. Click Show more to reveal all available document statuses.

What happens when I select Opened?

The document table refreshes and displays only documents that currently have an Opened status.

What is the difference between Delivered and Opened?

Delivered means the document successfully reached the recipient, while Opened confirms that the recipient has actually viewed the document.

Can I search within opened documents?

Yes. Search fields, filters, and sorting options remain available while viewing opened documents.

Why is tracking opened documents useful?

It helps you understand recipient engagement and identify when someone has viewed your proposal, quote, contract, or other document.