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 "How to Search Files, Clauses, Matters".
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
Go to [Vault] → [Signed] and enter a keyword to search.
For details, see “How to Search and Filter Uploaded File - Free-text search.”
Narrow by Workspace
From the [Signed] tab, click [All locations] (top left) to select a storage location.
For details, see “How to Search and Filter Uploaded File - Filter by workspace.”
Filter Search Results
In the [Signed] tab, you can use filters to further narrow down search results by more detailed criteria.
For details, see “How to Search and Filter Uploaded File - Apply advanced filters.”
Sort by File Information
You can sort the [Signed] tab by clicking column headers (ascending/descending).
For details, see “How to Search and Filter Uploaded File - Sort by file information.”
Examples of Search
Find contracts with empty fields
Use filters and check [Show only empty] under Internal party, Counterparty, Assignee, Internal ID, Voucher number, Transaction amount, or Custom Fields.
For transaction amount, select [No value entered].
Search by date or transaction amount range
You can search by setting a period for fields like Signing date, Effective date, Expiration date, and Non-renewal notice deadline.
For each field, select “Specify time period,” then choose the start and end dates from the calendar.
For Transaction amount, select [Specify range], choose a currency, and enter a lower and upper limit.
Search by assignee
Select [Assignee] and choose one or more users. You can also search by partial match of user name or email.
