Using your Contract views
Managing contract views allows you to filter and organize your documents across all stages, from draft to signed. All users automatically have a default "My contracts" view. However, accessing the default "All contracts" view including all company contracts requires specific permissions. To view all company-wide contracts in this view, you must have user permissions to “Manage all contracts” enabled on your user account.
Navigate your default contract views
Every user can work with contract views to organize their repository efficiently.
Click on the Contracts tab from the main navigation menu.
Select My contracts from the top of the left-hand sidebar to see your personal default view.
Select All contracts to view all company documents (if you have the required user permissions).
Create and customize a new contract view with columns and filters
You can build custom contract views to apply specific filters, add columns and custom data fields to the overview of documents.
Click on the Contracts tab from the main navigation menu.
Click on the + Add view button in the left-hand sidebar to create a new custom contract view. Type in a name for the contract new view.
By default, all contracts you have access to see will be listed in the new view you create. Click on the Add a column button at the top right-hand side of the table or click on the Columns icon at the top to add new columns (such as tags, specific data fields, language, dates, shared status, AI verification status, Contract ID).
Click on the three dots next to the title of any existing column and use the options to move its position to the left, or right. You can also hide a column entirely if it is not needed in this particular contract view.
Add filters at the top of the view to narrow down the specific contracts you want to see by filtering their status, parties, source template, location, ownership, status, language, tags, title, AI upload or verification, creation date, and any other custom data field.
Click on Save filters button above the overview to ensure all added filters are saved for next steps.
Save your custom view
Once you have added your preferred columns and applied filters, you can save the layout for future use under your account.
Click on Save as new view at the top right-hand side of the screen to preserve your new customized contract view.
Type in a name for the new contract view and click on the blue Save view button to complete the action.
Manage contract data with inline editing
You can adjust the values of your data fields directly from your contract view.
Add any data field you need to manage as a column in your contract view.
Hover over the specific cell in the list of contracts you want to edit and click the pencil icon.
Type in or select the new value to update the data field instantly.
Dates in the past will be highlighted in red color.
Set reminders from your view
You can also create new reminder tasks for any date data fields in the future directly from the contract view.
Add a date-type of a data field (for example, a Renewal date) as a new column.
Click on the add reminder icon within the specific cell to open the task menu.
Set the task details (title, assignees, followers, description, due date, alerts) without leaving the page.
Click on the blue Save button to complete the task creation.
Frequently asked questions
Can I rename or delete a Contract view later?
Yes, you can rename, duplicate, or delete entirely any custom contract view you have created.
However, default contract views ("My contracts" and "All contracts") cannot be deleted or renamed. You can only duplicate them to create an identical custom view to use as a starting point.
Can I select multiple contracts at once in my Contract views?
Yes. You can click the checkbox next to the Title column to select all or specific contracts on your contract view page. You can then trigger bulk actions, such as Move to contract spaces, delete, or add tasks.
Can I hide the contract title column?
No, the contract title is the only column in your contract views that you cannot hide or move to the right or left in the table overview. You can only sort it in ascending or descending alphabetical order.
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