This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
This article explains how to find uploaded contracts and my templates using various search and filter options in LegalOn.
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 [Contracts] or [My templates] lists.
Steps:
Open the Contracts 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.
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 | Your company name. Use spaces to search for multiple companies. |
Counterparty | Same as above |
Contract status | – |
Version | – |
Contract type (category / subcategory / position) | – |
Language | – |
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]