Using Filters and Custom Views

Filters are your secret weapon for quickly finding the exact contracts you need within the SpotDraft repository. They allow you to refine your search by specific criteria like contract type, counterparty, tags, and more, making your contract management much more efficient.

How to Use Filters:

1. Open the Filter Menu: Click the "Filters" icon located next to the search bar in your SpotDraft repository.
2. Choose Your Filter Categories: A dropdown menu will appear, displaying filter categories like "Dates," "Contract Type," "Counterparty," "Tags," and more.
3. Select Your Filter Options: Within each category, select the options that match your search criteria. For example:
   • Dates: Choose predefined time periods (like "Last 30 days") or enter a custom date range.
   • Contract Type: Select specific contract types (e.g., NDAs, Service Agreements, Sales Contracts).
   • Counterparty: Filter by a particular company or individual.
   • Tags: Select specific tags you've applied to contracts (e.g., "High Priority," "Under Review").
4. Apply and See Results: Once you've selected your options, the filters will be applied, and your repository will display only the contracts that meet your criteria.

Example: Finding Contracts Expiring Soon:

1. Open the Filters Menu: Click the "Filters" icon.
2. Select "Dates" Filter: Choose "Dates" from the filter dropdown.
3. Choose "Date Expiring": Select "Date Expiring" and set the desired time frame (e.g., "Last 30 days").
4. View Your Results: SpotDraft will now show you all contracts that are set to expire within the next 30 days.

Creating Custom Views for Your Most Important Filters:

While filters are excellent for quick searches, you can create custom views to store your frequently used filter combinations for easy access.

1. Apply Your Filters: Use the filter menu to apply the desired filters based on your needs.
2. Save as a New View: Once your filters are applied, click the "Save as New View" button.
3. Name Your View: Give your custom view a clear and descriptive name (e.g., "Contracts Expiring This Month," "Pending Legal Reviews").

Important Tips:

• Combine Filters for Precision: For more specific results, use multiple filters together. For example, filter contracts by "Contract Type: NDA" and "Counterparty: Acme Corporation."
• Reset Filters to See All Contracts: To view all contracts again, click the "Reset Filters" button.
• Utilize Tags Effectively: Tags are a powerful way to categorize contracts and make it easier to use filters for specific categories.