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 search, filter, and sort executed contracts in the list view.
To search across all data in LegalOn (files, clauses, and matters), see [Search Files, Clauses, and Matters (Cross Search / Clause Search)].
Requirements
Module: Contract Management
Eligible users: All users in a contracted tenant
Access rights:
Administrator
Editor
Contributor
Viewer
Only files for which you have access rights will appear in search results.
Ways to Search Executed Contracts
Executed contracts can be searched in four ways. You can also combine these methods for more accurate results:
Free-text Search
Open the [Executed contracts] list.
Enter a keyword in the search box and press Enter.
Searchable fields:
Contract text
File name
Contract title
Special provisions
Internal party name
Counterparty name
Narrow by Storage Location
From the [Executed contracts] list, click the [Workspace] icon (top left) to select a storage location.
Filter Search Results
Click [Filter].
Select conditions to refine results.
Available filters include:
Language
Internal party name (*1)
Counterparty name (*1)
Contract type (main/sub/position)
Risk flag
Contract status
Assignee
Internal ID (*2)
Voucher number (*2)
Signing date
Effective date
Expiration date
Non-renewal notice deadline
Auto-renewal
Transaction amount
Contract custom fields (*3)
(*1) Multiple values can be specified (separate by spaces).
(*2) Matches exact phrases.
(*3) For setup, see [Customize Contract custom fields].
💡 Info
You can download filtered results. See [Download Executed Contract List].
You can also use the global search box to search files, matters, and clauses. See [Search Files, Clauses, and Matters (Cross Search / Clause Search)].
Sort by Contract Information
You can sort the [Executed contracts] list by clicking column headers (ascending/descending):
Signing date
Effective date
Expiration date
Non-renewal notice deadline
File upload date
Examples of Search
Find contracts with empty fields
Use filters and check [Show only empty] under Internal party name, counterparty name, assignee, internal ID, voucher number, transaction amount, or custom fields.
For transaction amount, select [No value entered].
Search by date or transaction amount range
For signing date, effective date, expiration date, non-renewal notice deadline, or transaction amount:Select [Specify time period] and choose a date range from the calendar.
For transaction amount, choose [Specify range], select currency, and enter min/max values.
Search by assignee
Select [Assignee] and choose one or more users. You can also search by partial match of user name or email.