1
Open Settings and select Contract views
Click Settings in the left sidebar, then select Contract views under the Platform section.
Custom Views
Every time you open the contract repository, you probably look for the same things: your active contracts, items waiting for approval, or NDAs expiring this quarter. Without saved views, you’re reapplying the same filters every time.
Custom views let you save a combination of filters, columns, and sort order as a named shortcut. Click a view name, and the repository instantly shows exactly the contracts you need.
When is this useful?
Legal Counsel You handle NDAs for the APAC region. A saved view filters to NDA category + APAC jurisdiction, so you skip the 200 other contracts in the repository.
Legal Ops You need a weekly check on contracts expiring in the next 90 days. A saved view with the expiration date filter means one click instead of reconfiguring filters each Monday.
Contract Admin You triage incoming contracts. A view showing unassigned contracts sorted by date helps you assign the oldest ones first.
Default Views
Section titled “Default Views”When you open the contract repository, Pactly shows built-in views in the sidebar depending on your role:
- Action required - contracts that need your attention (approvals, signature requests, pending actions)
- 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 visible to your access groups (if you have groups assigned)
These built-in views cannot be edited or deleted. They update automatically based on the current state of your contracts.
Create a Custom View
Section titled “Create a Custom View”Step 1 of 5
2
Click Add View
The Manage Views page shows your existing views. Click the Add View button in the top-right corner to create a new one.
3
Name your view and set filters
Enter a descriptive name (up to 32 characters). Optionally toggle "Make it my default view" so this view loads automatically when you open the Contracts section. Expand any filter category to narrow the contracts that appear in this view.
4
Configure filter criteria and save
Expand a filter category (e.g. Status) and select the values you want. You can combine multiple filters across different categories. Once you have configured your filters, click Save at the bottom of the dialog.
5
Click the view name in the sidebar
Back in the contract repository, your custom view now appears in the sidebar under the built-in views. Click it to instantly apply its filters and column configuration.
Step 1 of 5
Edit or Reorder Views
Section titled “Edit or Reorder Views”To edit a view, go to Settings > Contract views and click the view name in the list. The right panel lets you:
- Rename the view by clicking the view name heading
- Change filters by expanding filter categories and updating selections. Click Update to save changes.
- Edit columns by clicking the Edit button in the Columns section
- Set as default by toggling “Make it my default view”
To reorder views in the sidebar, drag and drop them into your preferred position on the Manage Views page.
Delete a View
Section titled “Delete a View”On the Manage Views page, click the trash icon next to any view to delete it. Built-in views (Action required, My active inbox, Unassigned contracts) cannot be deleted.