How do I edit or delete a contract view?

You can edit a view you created or one you have edit access to, and delete views you own or are allowed to delete.

Editing a view

1. Go to Contract Views and open the view.
2. Switch to edit mode (e.g. "Edit view" or a pencil icon).
3. Change the name, columns (add, remove, reorder), or filters.
4. Save your changes. Everyone with access will see the updated view.

If the view is shared, edits affect all users who have the view. You may need the "Edit view" or equivalent permission to change shared views.

Deleting a view

1. Open the view or its context menu.
2. Choose Delete view (or "Remove").
3. Confirm the deletion.

After deletion, the view disappears from the list for everyone. This does not delete the underlying contracts; it only removes the saved view. Only users with delete permission can remove a view; if you don't see the option, ask an admin or the view owner.