View Sent Documents
Learn how to filter your document list to display only documents with a Sent status. This view helps you quickly track documents that have been sent to recipients and are awaiting further action.
Steps to view sent 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 sidebar, click Show more to display additional document status options.Select Sent
Click the Sent status filter from the expanded list of statuses.Review the filtered document list
The document table automatically updates to display only documents that currently have a Sent status.Manage sent documents
Browse the filtered results to monitor documents that have been sent and track their progress through the document workflow.
FAQs
What does Sent status mean in QuoteCloud?
Sent status indicates that a document has been successfully sent to one or more recipients and is awaiting their action.
How do I view sent documents?
Open the Dashboard, expand the Statuses section, and select Sent from the available status filters.
Where can I find the Sent filter?
The Sent filter is located within the expanded Statuses list after clicking Show more.
Why can't I see the Sent option?
Some status filters are hidden by default. Click Show more to reveal the complete list of document statuses.
What happens when I select Sent?
The document table refreshes and displays only documents that currently have a Sent status.
Can I search within sent documents?
Yes. Search fields, filters, and sorting options remain available while viewing sent documents.
What types of documents appear in Sent status?
Any document that has been successfully sent to recipients but has not yet moved to a later workflow stage may appear in this view.
Can I perform actions on sent documents?
Yes. Available actions depend on your permissions and your organization's document workflow configuration.