Chapter 2: Viewing Contracts

To view the Contracts documents, select the Contracts tab. The Contract Workbench screen is displayed.

On the Workbench page, you can view the existing Contracts documents under the All card. To view contracts in Draft, Live, Authoring, or other statuses, click the respective cards.

The documents are categorized and displayed according to the action required for that contract. For example, you will view the documents that are pending your approval in the Approval Pending card type.

Note	If the Contracts tab is not displayed as the Home page, on the top pane, select the Contracts tab or click More.. and then select Contracts to access the contract documents.

2.1 Manage Columns

The Manage Columns feature allows you to select which attribute columns you want to view under the Contracts tab.

To manage columns:

1. On the Contracts Workbench page, click Manage Columns.

The Manage Column slider window is displayed.w

2. Click the icon to display/hide the respective column.

3. Click the icon to freeze/unfreeze the respective column.

4. Once all the conditions are set, click Apply. The appropriate columns are displayed.

2.2 Filters

You can use an object as the filter for the information displayed.

To use Filters:

1. On the Contracts Workbench page, click Filter.

The Filter slider window is displayed:

The left pane displays the objects, and the right pane displays various types of filtering conditions based on the selected object.

2. Select the applicable object.

4. Click Apply to apply the filter.

5. You can also save the filter. To save the filter, click Save Filter.

6. The saved filters can be accessed in the Saved tab.

7. To apply the filter, click Apply. To delete the filter, click the  icon.

2.3 Search Bar

The search bar allows you search for specific contracts and the documents related to the contracts.

To use the Search feature:

1. Click the icon on the Search field on the header.

2. Select the applicable product from the dropdown and enter the contract number/name in the search field.

3. The search results are displayed.

4. You can also search Contract document from the search field.

2.4 Export

You can export all the Contract Workbench data in Excel and CSV formats.

To use Export:

1. On the Contracts Workbench page, click Export.

2. A pop is displayed; select the applicable format.

3. The file is downloaded in the selected format.