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. Click on Apply filter at the bottom of this column to search.

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 "Reset filter".

Contract length

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

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

Tags

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

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

Owner

Filter for documents owned by a specific user.

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

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