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[New] Search for Signed Contracts

Updated over 2 weeks ago

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.

Narrow by Workspace

From the [Signed] tab, click [All locations] (top left) to select a storage location.

Filter Search Results

In the [Signed] tab, you can use filters to further narrow down search results by more detailed criteria.

Sort by File Information

You can sort the [Signed] tab by clicking column headers (ascending/descending).


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.


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