Filtering Quotations, Contracts, and Payment Certificates by Sent Status
You can filter the Construction Quotations, Contracts, and Payment Certificates lists by Sent Status to show the documents sent to clients by email or not sent yet, and follow up on the documents that still need to be sent.
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Note: A Sent document is one that was sent using the Send Email button on its page and shows the Sent label.
Steps to filter
- From the main menu, choose Construction, then open Construction Quotations, Contracts, or Payment Certificates.
- Click Advanced to show the advanced filters.
- From the Sent Status list, choose Sent or Not Sent.
- Only the matching documents appear, and the applied filter appears at the top of the list, such as Sent Status: Sent.
Sent Status options
| Option | What’s shown |
|---|---|
| All (default) | All documents regardless of their sent status. |
| Sent | Documents sent by email that show the Sent label. |
| Not Sent | Documents that haven’t been sent by email. |
Clearing the filter
- Click × next to the applied filter at the top of the list, or choose All from the Sent Status list. The filter returns to its default value, Sent Status, and all documents appear.
- To clear all filters at once, click Clear All.
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Note: The list keeps the filter when you move between documents from the view page using the previous and next buttons.
Common problems and solutions
| Problem | Cause | Solution |
|---|---|---|
| The Sent Status filter doesn’t appear. | The advanced filters are hidden. | Click Advanced at the top of the list. |
| A document with the Sent status doesn’t appear when you choose Sent in the filter. | The status was changed from the status actions, and the document wasn’t sent by email from the system. | Send it with the Send Email button on its page. |
| You sent the document, but it doesn’t appear among the sent documents. | Sending failed, so the Sent label didn’t appear on the document. | Send it again, and make sure the message An email was sent successfully appears. |
FAQs
What’s the difference between the “Sent” label and the “Sent” status in contracts and payment certificates?
The Sent label means the document was sent by email from the system, and it’s what the Sent Status filter uses. The document’s status is set from the status actions and doesn’t change when you send it by email.
Can I combine the Sent Status filter with other filters?
Yes. It works with the search and the other list filters, such as status and project.