Contract Views
Browse, filter, and manage your contracts in table views. Create and share views, customize columns, search, export, and open contracts from a view.
10 articles
- Can I perform bulk actions on contracts in a view?→
Select multiple contracts and apply actions in bulk. Use checkboxes to select rows in a view, then run actions on all selected contracts at once.
- Columns and filters→
Customize which columns and filters apply to a view. Add or remove columns, set filter conditions, and save your choices so the view shows exactly the contracts you need.
- How do I create a new contract view?→
Create a saved view with your chosen columns and filters. Set a name, pick columns, add filters, and save so you can reuse the view from the sidebar.
- What columns are available and how do I sort?→
Default columns, custom fields, and sorting in contract views. Learn which columns are available by default, how to sort the table, and how custom attributes appear in views.
- How do I edit or delete a contract view?→
Change columns and filters, or remove a view. Edit a saved view to update its name, columns, or filters, or delete it if you no longer need it.
- Can I export contract view data?→
Export the current view or selection to CSV or other formats. Get a spreadsheet of the contracts and data visible in the view for reporting or offline use.
- How do I open a contract from a view?→
Go from a table row to the full contract detail page. Click a contract in a view to open its detail view with all tabs, PDF, and the Ask sidebar.
- How do I open a contract view?→
Find and open table views of your contracts. Contract views are saved tables with chosen columns and filters; use the sidebar to open the view you need.
- How do I search within a contract view?→
Use the search box to find contracts in the current view. Search runs within the contracts already shown by the view's filters so you can narrow results quickly.
- How do I share a contract view with others?→
Share a view so teammates can use the same table and filters. Control who can see or edit the view so your team works from a consistent set of contract lists.