Create shared Views

Create shared Views so the platform is as useful as possible to each team based on their priorities.

The shared views allow administrators to prepare relevant selections in advance (filters + displayed columns), then make them directly available to users.

Result: each colleague accesses in one click the information they need, without wasting time on settings.

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✅ The benefits for you

• Accelerated adoption : new arrivals or non-experts immediately have ready-to-use views.

• Consistency : everyone relies on the same criteria to track agreements.

• Clarity : shared views are identified by a specific icon and visible to all users.

• Traceability : all admin actions (creation, modification, deletion) are recorded in the audit trail.

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🔍 How does it work?

1

Create a view

From the Contract Library apply your filters and choose the columns to display.

2

Share the view

Via the dedicated button, select the users concerned.

The view automatically appears in their list, with an icon to distinguish it.

Users can consult these views, but only administrators can modify them.

💭 Examples of shared Views

Team	Example of a shared view	Objective
⚖️ Legal	Agreements without termination clause	Identify risks
💵 Finance	Suppliers > €100,000/year	Monitoring major commitments
🏢 Asset Managers	Contracts by region (Europe / Asia)	Multi-site portfolio view
🛠️ Property Managers	View by building or address	Daily operational tracking
🔗 Cross-functional projects	View “Critical Contracts” (> €500,000 or sensitive clauses)	Focus on strategic issues

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💡 Good to know

• Shared views remain accessible even after closing the modal

• They can be opened directly via a URL

• Each user can always create their own personal views

• To remove sharing, simply delete the view