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 in Contract Views and run actions like Compare, Reanalyze, Delete, Download, or Archive in one step.
- Customize and Edit view columns and filters→
Customize which columns and filters apply to a view and save your choices so the view shows you exactly what you want to see.
- How do I create a new contract view?→
Create a custom view with your chosen columns and filters. Set a name, pick columns, add filters, and save.
- What columns are available and how do I sort?→
Available default columns in Contract tables, custom fields, and sorting in Contract Tables and Views.
- How do I delete a contract view?→
Delete and remove a contract view you no longer need.
- How do I update a contract view?→
Update view name, fields, and filters, on a view you own or is shared with you.
- 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 view?→
Find and open table views of your contracts.
- 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.