How do I share a contract view with others?

You can share a contract view so other users or roles can see and use it.

Steps

1. Open Contract Views and select the view you want to share (or open it).
2. Open the Share option (e.g. from the view menu or a Share button).
3. In the share dialog, choose who can access the view:
   • Specific users – Add users by email or name.
   • Roles – Grant access to everyone with a certain role (e.g. "Legal" or "Viewers").
4. Optionally set whether they can edit the view (change columns/filters) or only view it.
5. Save or send the invitation.

Shared views appear in the Contract Views list for users who have access. They see the same columns and filters you configured. Contract-level permissions still apply: users only see contracts they're allowed to see, so the same view may show fewer rows for someone with restricted access.