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Updated on 12/9/2019
contract-lifecycle-management-publication
Filter, Search, Save, Export
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Filter, Search, Save, Export

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Note: Personal Sensitive Data pertaining to Customers and Contacts is only available to users with DPO Role. If you are assigned the DPO role, you can filter the contracts that contain Personal Sensitive Data and export the details to a spreadsheet.  


The contract repository displays all contracts to which you have access. 

Click on a contract status or the upcoming terminations chart to view the contracts in the repository. 



Filter Contracts

  1. On the side panel, click Dashboard
  2. Click the filter icon  Available options include Contract TypesStatus, Status CategoryClauses, Supplements, and Fields.
  3. Specify the values for the filter. For example, If you selected Status in Filter By, specify the filter values, such as Draft, Rejected, Approved, and so on to filter contracts by the contract status. 
  4. Click Apply Filters. CLM applies the filters and refreshes the list.
  5. Optional:
    • To save the filter results, select Save current view from the ellipsis menu (....) and provide a name for the View.
    • To load previously saved Views, select Load saved view from the ellipsis menu (....) and select a View.  
    • To delete a previously saved View, select Load saved view from the ellipsis menu (....) and click the delete icon. 
    • To reset to the default view, select Reset view from the ellipsis menu (....)  
    • To export the results, select Export from the ellipsis menu (....) and specify the export criteria. 

If you are looking for a deleted contract, you can use the assigned to or customer legal name fields in Filter By Fields to filter the contracts. 

Search Contracts

  1. On the side panel, click Dashboard
  2. Enter a keyword in the search box. CLM refreshes the list to display contracts that match your search.
  3. Optional:
    • To save the search results, select Save current view from the ellipsis menu (....) and provide a name for the View.
    • To load previously saved Views, select Load saved view from the ellipsis menu (....) and select a View.  
    • To delete a previously saved View, select Load saved view from the ellipsis menu (....) and click the delete icon. 
    • To reset to the default view, select Reset view from the ellipsis menu (....
    • To export the search results, select Export from the ellipsis menu (....) and specify the export criteria. 

Save View

Select Save current view from the ellipsis menu (....) and provide a name for the View.  To load previously saved Views, select Load saved view from the ellipsis menu (....) and select a View.  

Export View

Select Export from the ellipsis menu (....) and specify the export criteria. See Export & Download Search/Filter Results for more information. 



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