search

filtersWhat is a shared View?

circle-info

Only administrators can create, modify, or delete a shared view.

Shared views allow administrators to prepare in advance filters and columns tailored to team needs.

Result: your users no longer need to build their tables manually; they access clear, ready-to-use information directly.

hashtag
How to create a shared view?

1

hashtag
Go to your Contract library

Create a view by clicking on the "+" (or select an existing view).

2

hashtag
Click Edit views

Click Share

3

hashtag
Select members

A drawer opens, similar to the member management drawer of a group, to select the users who will use this view

4

hashtag
Confirm

The shared view now appears in the list, to the right of personal views, with a dedicated icon to distinguish them

hashtag
Rules to know

  • Viewing : users can view these views and see the applied filters, but cannot modify or hide them

  • Deletion : a shared view cannot be converted into a private view. To remove it, it must be deleted

hashtag
Examples of views

  • 👩‍⚖️ Legal team : a “Contracts expiring in 90 days” view

  • 💰 Finance team : a “Agreements over €50K/year” view

  • 🏢 Asset managers : a “Leases by site with renewal clauses” view

  • 📊 Cross-functional project : a “All contracts related to restructuring X” view

circle-check

💡 Tip : Name your shared views with an emoji at the start of the title (e.g.: 💰 Budget +50K, 👩‍⚖️ Legal deadlines, 🏢 View by site). This helps spot them immediately in the list!

hashtag
In summary

Shared views:

  • Ensure consistent reading of data across the organization

  • Save valuable time during onboarding and daily follow-up

PreviousWhat are Views?NextExplore your contracts with an analytical View

Last updated

Was this helpful?