Availability: Starter, Business, and Enterprise plans.
Your document list is organized in tabs. Some come built in, and you can add your own by saving the filters, columns and sorting you use most as a view. Arrange all of them in the order you work, and Documents opens on your first tab.
Your tabs at a glance
Tab | What it shows |
All documents | All your documents and folders |
Created by me | Documents you created |
Recent | Documents you worked on recently, grouped by when they last changed |
Archived | Documents you archived. Archived items are deleted forever after 90 days. |
Upcoming renewals | Contracts with a renewal date coming up, soonest first |
Expiring soon | Documents that expire within 1 week |
Shared with me | Documents other people shared with you |
Your saved views | The filters, columns and sorting you saved, with the name you gave them |
Tabs that don't fit in the row are under More.
Ways to use saved views
Renewals to review. Open Upcoming renewals, filter to completed contracts and add a Contract value filter. Save it, and your renewal pipeline is one click away every week.
Deals signed this half. Filter by completed date and amount, for example completed January 1 to June 30 and worth more than $1,000, and save it as "H1 signed".
Contracts by their terms. Select More filters to filter by fields from your documents, such as Document type or Execution date, including your custom fields. Save the result so you don't rebuild it next time.
Your AI Search results. Ask AI Search a question and save the answer as a view. See Save AI Search results as a view.
A monthly export for finance. Save the list finance asks for, then export all its rows to a CSV whenever they need it. See Export a view.
Your own work first. Drag Created by me to the front, and Documents opens on your documents every time.
Save a view
Go to Documents and open a tab with filters, such as All documents, Created by me or Upcoming renewals.
Apply the filters you want, for example Status → Completed → Apply. You can also change columns and sorting. Save view becomes available once you change something. To start over, select Clear all.
Select Save view.
Enter a name (up to 100 characters) and select Create.
Your view appears as a new tab.
Save AI Search results as a view
Ask AI Search a question, for example "auto-renewing contracts renewing in the next 90 days worth more than $50,000", and select Show more to open the full list. Select Save view. The view keeps the conditions from your question as filters, shown as chips above the list, and you can add more filters to it like any other view.
Arrange your tabs
Drag any tab, built-in or saved, to a new position. Documents opens on your first tab, so put the list you check most at the front.
To move a tab with the keyboard, focus it and press Alt + Shift + Space to pick it up, use the arrow keys to move it, then press Enter to drop it or Esc to cancel.
Update or reset a view
When you change a saved view, two buttons appear:
Save to this view keeps your changes in the view.
Reset discards your changes and returns the view to how you saved it.
Rename, duplicate or remove a view
Open the view, select ⋮ next to its name, and choose Rename, Duplicate or Remove. Duplicate is a quick way to start a similar view, for example the same filters for the next quarter.
Open a view from a link
Each view has its own link, so a reload or the browser's Back button returns you to the same view. If you open a link to a view that isn't in your saved views, a message says so, and you can select Save a copy to add it to your tabs.
Things to know
View names can be up to 100 characters.
Recent has no filters, so you can't save a view from it.
Archived documents are deleted forever after 90 days, so don't rely on Archived for a list you need to keep.
Coming soon: We're adding more saved view features for Enterprise plans.