Contract view preferences

Use Contract view preferences to control how contract details open and what information is surfaced first.

Go to Settings → Contract view preferences.

What you can configure

Quick glance fields

Choose which fields appear in the Quick glance section on the contract Overview tab.

This helps you surface the data you review most often, such as:

• Parties
• Contract value
• Start date
• End date / expiration
• Owner
• Category or tags

Tip: Keep this list focused so the most important fields are visible at a glance without scrolling.

Show contract default

Set the default document behavior when opening contract details.

Use this option to control whether a specific contract PDF/document is shown by default, so you land directly on the version you use most.

How to update preferences

1. Open Settings.
2. Select Contract view preferences.
3. Update your Quick glance fields and default document setting.
4. Save your changes.

Scope and visibility

• Preferences are personal and apply only to your account.
• Other users keep their own settings.
• If you do not see this section, your organization may restrict access by role.