Contract Views

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.