Navigate and Search Contracts

The fastest way to find a contract is its reference number, but you will not always have it. The repository gives you a view to scope the list, search and filter to narrow it, and sort and columns to shape what you see.

Type into the search box at the top of the list and press Enter. The search matches across each contract’s:

• Name and reference number
• Text-based property values (text, multi-line, and multi-option properties)
• Party names and emails, for both companies and individual contacts
• The requester or external form submitter who started the contract

Search is case-insensitive and matches partial words, so part of a company name or a fragment of a reference is enough. To clear it and return to the full list, clear the search box.

The default list hides archived and aborted contracts, but the moment you search or apply a filter they are included automatically, so a contract you are actively looking for never stays hidden.

If your workspace has it enabled, a separate Full-text search button sits at the top right. That searches inside the text of the contract documents themselves, not just the fields above, so reach for it when you remember what a contract says rather than what it is called.

The search box here works within the contract list, for filtering and sorting a set of contracts. To jump straight to one contract from anywhere in Pactly, including other screens, use global quick search: press Ctrl+K (Cmd+K on Mac) to open a palette that searches across contracts, parties, forms, and templates at once. See Find Anything with Quick Search.

A view is a saved scope for the list. Click a view in the left sidebar and the table reloads to match it. Your workspace starts with a set of built-in views:

You can save your own views on top of these. A custom view remembers its filters and its columns, so a view like “NDAs pending approval” can pin a status filter, a category filter, and a tailored column set in one click. Custom views appear below the built-in ones and can be dragged to reorder. See Custom Views for how to create and manage them.

Click Filter above the table to open the filter panel. Pick a filter category on the left, then choose values on the right. Each filter you add narrows the results further, so combining a status and a category gives you the intersection of the two.

Bulk Reference is the one to reach for when someone hands you a list of references for an audit: paste them all in at once instead of searching one by one.

Use the Sort by control above the table to reorder the rows. You can sort by created date (newer or older first) and, when renewal dates are tracked, by expiry (soonest or latest first). Sorting by soonest expiry is the quickest way to surface contracts coming up for renewal.

Click Columns to open the Edit Columns dialog and decide what the table shows.

The table starts with Reference, Name, Status, Date, Owner, Contract Type, and Last Round. Name, Status, and Date are locked and always shown. From the Attributes tab you can add Reference, Requester, Source, Expiring in, and Group; the Properties tab lists every custom property your workspace tracks, grouped so they are easy to find. You can have up to 10 columns at once, and Back to defaults resets the set.

Columns are saved per view, so each view can show a different set, for example a renewals view that shows party and expiry while everyday views stay lean.

• Contracts Overview
• Custom Views
• Contract Status Reference
• Data Exports
• Properties & Categories