View Deleted Documents
Learn how to access and review deleted documents in QuoteCloud. The Trash section provides a centralized location for viewing documents that have been removed from active document lists.
Steps to view deleted documents
Open the Dashboard
Navigate to the Dashboard where document navigation options are displayed in the left-hand sidebar.Locate the Trash section
In the left-hand navigation menu, find the Trash option located beneath Workflow Review.Open Trash
Click the Trash button to access deleted documents.Review deleted documents
The document table refreshes and displays all documents currently stored in the Trash.Browse document information
Review document details such as document ID, title, consultant, status, creator, and other available information.Manage deleted records
Use the Trash view to monitor removed documents and prepare for any available recovery or document management actions.
FAQs
What is the Trash section in QuoteCloud?
The Trash section contains documents that have been deleted from active document lists and allows users to review removed records.
How do I view deleted documents?
Navigate to the Dashboard and click the Trash option in the left-hand navigation menu.
Where can I find the Trash option?
The Trash option is located in the left-hand navigation panel beneath Workflow Review.
What happens when I open Trash?
The document table updates and displays documents that have been deleted from active document lists.
What information is displayed for deleted documents?
You can view details such as document ID, title, consultant, status, creator information, and other document-related fields.
Are deleted documents permanently removed immediately?
Not necessarily. Deleted documents are placed in the Trash section where they can be reviewed according to your organization's document management policies.
Can I search within deleted documents?
Yes. Available table filters and search tools can typically be used while viewing the Trash section.
Does opening Trash restore deleted documents?
No. Viewing deleted documents does not automatically restore them.