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.

You will then see a sidebar where you can change the filter to find exactly the documents you are looking for.

Document Type

Select the document type you want to filter by. Sales, Presentation, HR, or Other.

Expires

Select desired contract period you want to search for. You can set between exact dates, specific quarters, or this year.

To start over, click on "Clear selections".

Contract length and Contract value

Drag the slider to filter by how many years the contract period is or contract value.

Once selected, press “Apply Filter” or “Reset” to start over.

Sign date

Filter by what date the documents were signed. You can set between exact dates, specific quarters, or this year.

To start over, click on "Clear selections".

Tags

Find documents by a specific tag that you tagged them with.

Once selected, press “Apply Filter” or “Reset” to start over.

Owner

Filter for documents owned by a specific user.

Once selected, press “Apply Filter” or “Reset” to start over.

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