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How to search for documents in Contract Management
How to search for documents in Contract Management

How to add filters and find documents in Contract Management

Updated over a year ago

When you open Contract Manager, the documents will automatically be filtered on the latest signed sales documents. To specify a search all the more so, click on the slider symbol at the top right.

How to search for documents in Contract Management

  1. Go to Contracts

  2. In the search field, you can search directly by typing the document name

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  1. You can also click on the filter symbol and apply a specific filter to find specific documents

  2. Click on Apply filter when done

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