Overview:
Use built‑in tools to pinpoint contracts and export them for reporting or archival.
Steps to Filter & Search:
Above the table, set:
Duration (e.g., Last 30 days)
Start Date To End Date range
Client or Contract Type dropdowns
Enter keywords (contract number or subject) in the Search box.
Click Apply (filters auto‑apply as you select).
Steps to Export:
After filtering, click the Export button above the table.
Choose your format (CSV/XLSX) and download.
Tips & Best Practices:
Export only filtered subsets (e.g., Active contracts) to keep file size manageable.
Schedule regular exports (monthly) for backup and compliance.
Use date filters to generate “expiring soon” reports.
Troubleshooting / FAQs:
Export button greyed out: Verify you have “Export Contracts” permission.
Filter not narrowing results: Clear previous filters first or refresh the page.