This article explains how to find uploaded contracts and My templates using various search and filter options in LegalOn.
*To search across all data in LegalOn, see “How to Search Files, Clauses, Matters.”
To search signed contracts, see “Search for Signed Contracts.”
Search Methods
You can search using the following four methods. Combine them for more precise results:
Free-text search
Filter by workspace
Apply advanced filters (contracts only)
Sort by file information
1. Free-text search
You can perform keyword searches within the [Vault] or [My templates] lists.
Steps:
Open [Vault] or [My templates] list.
Click the search box, enter your keyword(s), and press [Enter].
Searchable fields include:
File contents (text inside the document)
File name
Contract title
Notes
Your company name
Counterparty name
The results will be displayed in the same list view.
Which version of a contract is included in the search?
When you search from the Vault, only the latest version of each contract is included in the search.
If a keyword appears in an older version’s text or file name —but not in the latest version then—you won’t see that contract in the results.
💡Info:
To search across past versions, open the file details page and use the version list.
2. Filter by workspace
Use the [Workspace] button (upper-left of the screen) to limit your search to a specific workspace.
3. Apply advanced filters (Contracts Only)
To narrow down results further within the contracts list:
Click the [Filter] button.
Apply filters using the following criteria:
Filter option | Notes |
Added by | File uploader |
Internal party(*1) | Your company name. Use spaces to search for multiple companies. |
Counterparty(*1) | Same as above |
Contract status | – |
Version | – |
Contract type (category / subcategory / position) | – |
Language | – |
Internal number(*2) |
|
Voucher number(*2) |
|
Assignee |
|
Contract custom fields(*3) |
|
(*1) Separate multiple entries with a space (example: ABC Company XYZ Company).
(*2) Enter the full phrase to search for an exact match.
(*3) To learn how to set up custom contract fields, see “Customize attributes for executed contracts.”
💡Info:
・You can also apply filters within each field.
4. Sort by file information
You can sort the file list by:
File name
Upload date
Click the column header to toggle between ascending and descending order.
💡 Info
You can also customize which columns are shown in the list.
You can also search across files, clauses, and matters from the global header at the top of the screen.
For details, see: "How to Search Files, Clauses, Matters."