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
💡 You can also ask Oro for the view.
In Oro Agent, describe what you are looking for, for example "I want a filtered view with all contracts signed in 2026". Oro builds the search and shows the contracts it found. Then click View all N contracts: the creation page opens already filled in with the name, filters and columns Oro chose.
All you have to do is check it, adjust if needed, then click Save this view. Oro prepares the view, it does not save it for you.
Add a new view
In the left-hand menu, open the Filtered views section, then click the + to the right of the section title. This button only appears if your role allows you to create filtered views.
Name the new view
Give your view a name.
Add filters
💡 The Add filter button sits in the view header, next to the Save this view button. You do not need to save the view before adding filters: build it first, then save once it suits you.
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.
The Content filter lets you search inside the text of your documents: the view shows contracts whose document contains the words you enter (all words must be present). It uses the contains operator and combines with other filters and filter groups.
The Folder filter lets you filter contracts by their location in your repository. Select one or more folders: the view shows contracts located in those folders as well as in all their subfolders. Each folder is listed with its full path (Parent folder / Subfolder) and only the folders you have access to appear in the list. The is empty and is not empty operators also let you target contracts without a folder.
The Clause absent filter surfaces signed contracts generated from a template where a clause was removed from the final document: select the clause, and the view shows the signed contracts where it no longer appears. It complements the Clause modified and Clause not modified filters, which rely on the same clause selector.
⚠️ Filters cannot be applied to rich text smart fields or fields coming from dynamic tables.
Combine several filters: And / Or
As soon as your view contains at least two filters, an And / Or selector appears at the beginning of each line starting from the second one. It determines how your filters combine:
And: the displayed contracts meet all the criteria. Each added filter narrows the results. This is the operator applied by default.
Or: the displayed contracts meet at least one criterion. Each added filter widens the results.
Example with the two filters Negotiation stage = Signed and Counterparty = Leroy Merlin:
joined by And → only Leroy Merlin contracts that are signed.
joined by Or → all signed contracts (whatever the counterparty), plus all Leroy Merlin contracts (whatever their stage).
⚠️ Is your view showing more results than expected (other counterparties, other departments, other values)? Check the selector between your filters: an Or widens the results. Click it and choose And to keep only the contracts matching all your criteria.
The chosen operator applies to all filters at the same level. To combine both logics (for example signed contracts from one counterparty or another), use a group of filters (see below).
Create a group of filters
A group of filters lets you combine several conditions with an And / Or logic, like parentheses in a formula.
Click Add
Select Add group of filters, a first filter is automatically added inside the new group.
Add more filters inside the group if needed.
Within each group, you choose the operator applied between the filters:
And: all filters in the group must be satisfied.
Or: at least one filter in the group must be satisfied.
Example: display Signed contracts whose counterparty is Leroy Merlin or Castorama.
→ Create a filter Negotiation stage = Signed, then a group of filters containing Counterparty = Leroy Merlin and Counterparty = Castorama joined by Or.
You can nest groups up to 3 levels deep to build complex combinations. At the deepest level, you can still add filters, but no more sub-groups.
This group of filters logic is also available in the Counterparties and Incomplete contracts views.
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.
You can also share a view via a direct link: the link opens the view with pre-applied filters (including folder filters). Prefilled filters are clearly displayed and cannot be changed by accident.
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
Download
Move
Delete
💡 Under the More button in the same bar: Tabular review, Send for signature and Sync automations. Send for signature stays greyed out if none of the selected contracts can be sent, as Signed and Signing contracts are excluded.
To learn more, see the article Manage contracts in bulk.
Sort contracts in a view
You can now sort contracts displayed in a filtered view by clicking on a column header.
Click on the column name to sort in ascending or descending order.
The applied sort is automatically saved: when you return to the view, the sort order is preserved.
This feature is available on all filtered views, whether they are private, public, or shared.
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.
To go further in analyzing your repository (volumes, deadlines, performance), see the Reports tab, available to administrators only: Use the Reports tab to analyze your contracts and performance