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.
Users with the right permissions can create new contract views from the Contract Views page.
Steps
- Go to Contract Views in the left sidebar.
- Click Create new view (or the equivalent button) in the contract views toolbar to open the create-view dropdown.
- Give the view a name (e.g. "Expiring soon" or "MSAs by region").
- Choose which columns to show: add or remove columns from the view builder and drag to reorder.
- Optionally set filters (e.g. contract type, date range, status) so the view shows only the contracts you need.
- Save the view.
Once saved, the view appears in your list and (depending on sharing) for other users. You can edit it later to change columns or filters. Contract views are a way to organize and quickly access subsets of your contract portfolio.
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