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Dashboard

The Dashboard provides quick visibility into your contract management activities and enables you to drill down to view details. You can:

• View real-time status of your contracts
• Access the contract repository:
  • Easily search the contract repository for the information you need
  • Filter contracts by Contract Types, Status, Status Category, Supplement, Clauses, and Fields
  • Export or save the filter and search results as a View (for later use)
  • Customize the columns in the repository to display information that is important to you
    
  • Reassign or delete selected contracts
• Stay informed about upcoming contract terminations and take necessary action
  
  

On the side panel, click Dashboard to view the dashboard page.

When multiple assignees receive a request to review and approve the contract, the status of the contract displays Pending on the dashboard until a member self-assigns the contract. An assignee can choose to self-assign the contract by clicking on the Assign to Me option in the negotiation space.

You may be able to view contracts of a certain department, user, or contract type if the permissions are configured by the administrator.

Related Articles

• Contract Repository
• Filter, Search, Save, Export
  
• Upcoming Terminations  
• Contract Status