What This Screen Does
This is where you browse all your contracts laid out as a visual grid of cards — like a folder of documents on your desktop. Each card represents one contract and shows its name and the date it was last changed. From here you can select contracts, upload new files, open a sharing dialog, or jump into editing a specific contract.
How to Get There
Open the dashboard.
In the left-hand menu, click Contracts.
You are now on the Contracts grid view screen.
Step-by-Step Guide
1. Browse Your Contracts
Contracts are displayed as a grid of cards.
The grid automatically adjusts to your screen size:
Mobile: 1 card per row.
Small screens: 2 cards per row.
Medium screens: 3 cards per row.
Large screens: 4 cards per row.
Each card shows:
Element | Description |
Document icon | A file-type icon (document thumbnail) in the top-left corner. |
Contract name | The name of the contract. Truncated if it is too long. |
Last modified date | The date and time the contract was last updated. |
More options button (⋮) | A three-dot menu in the top-right corner of each card. |
2. Collapse or Expand the Grid
At the top of the grid you will see a panel header that reads Contracts along with the number of files shown (e.g. “3 files”).
Click the arrow icon on the right side of the header to collapse the grid and hide all cards.
Click the arrow again to expand and show the cards.
3. Upload Files
Click the upload button (in the panel header area) to open the Upload Files dialog.
In the dialog:
Drag and drop files into the upload area, or click to browse your computer.
You can add multiple files at once.
To remove a single file, click the remove button next to it.
To remove all files, click Remove all.
Click Upload to confirm.
The dialog closes automatically after uploading.
4. Edit a Contract
Click the more options button (⋮) on any contract card.
A small menu appears with one option:
Edit — Click this to navigate to the contract edit screen for that contract.
You will be taken to the edit page where you can modify the contract details.
5. Select Contracts
Hover over a contract card’s icon area to reveal a selection state.
Click a card to select it. Selected cards are visually highlighted with a raised shadow.
You can select multiple contracts.
6. Use the Bulk Action Bar
When one or more contracts are selected, a floating action bar appears at the bottom of the screen.
The bar shows:
Element | Description |
Checkbox | A select-all checkbox. Check it to select every contract; uncheck to deselect all. It shows a minus icon when only some items are selected. |
Items selected count | Displays how many contracts you have selected (e.g. “3 Items selected”). |
View button | Opens the Share / Invite dialog for the selected contracts. |
7. Share / Invite Dialog
After clicking View in the bulk action bar, the Invite dialog opens.
In the dialog:
Field | Required | What to Enter |
No | Type an email address to invite someone. |
After entering an email, click Send Invite to send the invitation.
The Send Invite button is disabled until you type something in the email field.
If there are already shared users, they appear in a scrollable list below the email field.
Click Close to dismiss the dialog. The email field is cleared automatically when the dialog closes.
8. Create a New Folder (if available)
If the new-folder dialog is triggered, it opens with:
Field | Required | What to Enter |
Folder name | Yes | Type a name for your new folder. |
You can also drag and drop files into this dialog.
Click Create to create the folder.
The dialog closes and the folder name is reset.
What Happens Behind the Scenes
Page loads
|
v
Contract data is passed in from the parent view (data & dataFiltered)
|
v
Grid renders a card for each contract in the filtered list
|
v
--- When you click "Upload" in the panel header ---
|
v
Upload dialog opens → you drag/drop files → click "Upload"
|
v
Dialog closes (files handled by parent)
|
v
--- When you click the ⋮ menu → "Edit" on a card ---
|
v
Router navigates to /contracts/:id/edit
|
v
--- When you select cards and click "View" ---
|
v
Share/Invite dialog opens
|
v
You enter an email and click "Send Invite"
|
v
Dialog closes, email field is cleared
Troubleshooting
“I do not see any contracts in the grid”
The grid only shows contracts that match the current filters. If filters are active, try clearing them.
If there are truly no contracts in the system, the grid will be empty. Create a new contract first.
Check that your account has permission to view contracts.
“The grid collapsed and I cannot see my contracts”
Look for the arrow icon next to the “Contracts” heading at the top of the grid.
If the arrow points downward, the grid is collapsed. Click it to expand the grid and reveal your cards.
“I clicked on a contract card but nothing happened”
Clicking the contract name opens the details view. Make sure you are clicking directly on the name text.
To edit a contract, click the three-dot menu (⋮) in the top-right corner of the card and then click Edit.
“The floating action bar is not appearing”
The action bar only appears when at least one contract is selected.
Try clicking on a contract card to select it. The card should become highlighted and the bar should appear at the bottom-right of your screen.
If it still does not appear, try refreshing the page.
“I uploaded files but they do not show up”
The upload dialog closes after you click Upload, but the file processing may depend on how the parent view handles uploads.
Try refreshing the page to see if new files appear.
Make sure the files you uploaded are in a supported format.
“The Send Invite button is greyed out”
The Send Invite button is disabled until you type an email address into the email field.
Enter a valid email address and the button will become active.
“I cannot find the Edit option for a contract”
Click the three-dot menu (⋮) in the top-right corner of the contract card.
A small popup menu will appear with the Edit option.
If the menu does not appear, try clicking the icon again or refreshing the page.
“The grid looks cramped on my phone”
On mobile devices, the grid automatically switches to a single-column layout so each card takes the full width.
Scroll down to see more contracts.
If it still feels cramped, try rotating your phone to landscape mode for a wider view.
“I selected contracts but the count seems wrong”
The count in the floating action bar shows how many contracts are currently selected.
Use the checkbox in the action bar to select or deselect all contracts at once.
If the checkbox shows a minus sign (−), it means only some contracts are selected. Click it once to select all, or click again to deselect all.
“I accidentally closed the share dialog”
No data is lost. Simply select the contracts again and click View to reopen the dialog.
The email field is cleared each time the dialog closes, so you will need to re-enter the email address.