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Pactly Help Center

Custom Views

You probably open the repository looking for the same slice every time: your active contracts, items waiting on approval, NDAs expiring this quarter. A custom view saves that combination of filters and columns as a named shortcut. Click the view name, and the repository shows exactly those contracts, with no filters to reapply.

Built-in views

Section titled “Built-in views”

Above your saved views, the sidebar shows built-in views that Pactly maintains for you. Which ones appear depends on your role, your groups, and how your company is set up:

  • Action required - contracts that need your attention
  • My active inbox - contracts assigned to you that are still in progress
  • Unassigned contracts - contracts not yet assigned to an owner
  • Contracts in my groups - contracts in your access groups (only if you have groups)
  • Pending approvals - contracts waiting on your approval (only for roles that approve)

These cannot be edited or deleted. They stay current automatically as your contracts change.

The Contracts section of the left sidebar listing built-in views (Action required, My active inbox, Unassigned contracts, Pending approvals) followed by saved custom views (Executed Contracts, Auto-renewed contracts).
Built-in views sit at the top of the Contracts list in the sidebar, with your saved custom views below them.

Create a custom view

Section titled “Create a custom view”
Step 1 of 5
1
Open Settings and select Contract views

Click Settings in the left sidebar, then Contract views under the Platform section.

Open Settings and select Contract views
2
Click Add View

The Manage views page lists your existing views. Click Add View in the top-right corner.

Click Add View
3
Name the view

Enter a name (up to 32 characters). Toggle "Make it my default view" if you want it to load automatically every time you open the Contracts section.

Name the view
4
Set filters and save

Expand a filter category, such as Status, and check the values you want. Combine filters across categories to narrow the list further, then click Save.

Set filters and save
5
Open the view from the sidebar

Your view now appears in the repository sidebar below the built-in views. Click it to apply its filters and columns instantly.

Open the view from the sidebar
Step 1 of 5

Edit, reorder, or delete

Section titled “Edit, reorder, or delete”

On the Manage views page (Settings > Contract views), click a view name to open its edit panel on the right. There you can:

  • Rename it by clicking the name heading
  • Change filters by expanding categories and updating selections, then clicking Update
  • Edit columns with the Edit button in the Columns section
  • Set as default with the “Make it my default view” toggle
Edit panel for a custom view showing Settings, Filters, and Columns sections
Clicking a view in the list opens its edit panel. Update the name, default setting, filters, and columns from here.

To reorder views, drag and drop them on the Manage views page; the order carries over to the repository sidebar. To delete one, click the trash icon next to it. Built-in views cannot be reordered or deleted.

Section titled “Related”

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