Filtered views allow you to organize and analyze your repository by displaying only the contracts that match specific criteria.
By default, two views are available:
Expiring soon
Signed contracts
You can create as many filtered views as needed to adapt the display to your needs.
Create a filtered view
Add a new view
Click + in the Filtered views section.
Name the new view
Give your view a name.
Add filters
Filters allow you to display only contracts that match specific criteria. You can combine multiple filters.
Example:
Counterparty = Leroy Merlin
Negotiation stage = Signed
It is also possible to filter by signatories.
⚠️ Filters cannot be applied to rich text smart fields or fields coming from dynamic tables.
Choose the columns to display
You can customize the columns visible in the view.
Click Smart Fields
Search for the field you want
Click the eye icon to show or hide the column
Use the six dots to reorder the columns
Save
Click Save this view in the top right corner.
Share a view
Views do not impact contract access permissions.
If a user does not have access to certain contracts, they will not appear in the view, even if the view is shared.
There are three types of views, and you can change the sharing settings at any time.
Private views
Visible only to you.
By default, every new view is private.
Public views
Visible to all members of the organization.
Click Share at the top of the view
Check Make public
Shared views
Accessible only to specific members or groups.
Click Share at the top of the view
Select the members or groups in the dedicated field
They will then see the view in their Filtered views section.
Remove access to a view
Hover over the name of a member or group
Click the cross icon on the right.
Edit a view
Only the creator of the view can modify:
its name
its filters
its sharing settings
Open the view you want to edit
Modify the filters or columns
Click Save view
If another user edits the view and saves it, a private copy is automatically created for them.
Delete a view
Only the creator of the view can delete it.
Click the ... in the top right corner of the view
Click Delete view
⚠️ Deleting a view is permanent.
Bulk actions
From a filtered view, you can select multiple contracts to perform bulk actions, such as:
Edit
Send
Download
Move
Delete
To learn more, see the article Manage contracts in bulk.
Export contracts from a view
You can also export the contracts displayed in a view.
Click ... in the top right corner
Click Export contracts
For more details, see the article Export contract data to Excel.