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We use a common system to help you manage contracts which we call 'the grid' or the 'contracts list'. This is basically your contract repository where you can easily search for specific contracts, filter by group or type, value, department, and many more.
To access the grid, go to the Contracts tab on the left-hand side of the page and access 'My Contracts' or 'All Contracts'.
Customizing the grid
The grids can be customized to show you a lot of different information. To add or remove columns from your grid view just click this Column Selector button at the top right of the grid.
That will open an interface over the top of the grid allowing you to choose the columns you want to see. You can drag the options from the left to the right and up and down. This order will be reflected in the grid when you click 'Apply'.
This example shows adding the attribute Type and removing the attribute Key date from the Grid :
Note that you can always click Reset to get back to the original grid display.
Filtering the grid
The grid is split into rows and columns - the very top row has controls for the various columns, and, in most instances, lets you sort the grid based on that column and filter the results shown in the column.
There are two ways to filter your view of the grid
Add attribute columns to your grid and filter within those.
Use the Filter tool above the grid without adding additional columns.
For example, if we have a list of contracts and we want to isolate just those that are of a specific contract type Mutual NDA.
Use the Column Selector button to add the column for the 'Type' attribute to our grid and filter within that.
Use the filter tool above the grid to add the 'Type', and filter via that.
In the first method, we add the 'Type' column by dragging that attribute from left to right and clicking Apply.
Next, click the filter icon at the top of the 'Type' column to reveal our filter options. The filter icon will display various filters depending on the information in the column. In this example, we would select 'Mutual NDA' and click the Filter button at the bottom of the drop-down to apply.
The grid will then refresh and show only contracts of the contract type "Mutual NDA".
2. Alternatively, in the second method, we could use the Filter tool at the top of our grid to filter by "Type". First, click the Add Filter button.
If we begin typing "Type" in the search box, we can select the prompted "Type" attribute. This will cause the "Type" dropdown to appear, from which we can select "Mutual NDA" and click the Filter button at the bottom.
Again, the grid will then refresh and show only contracts of the contract type 'Mutual NDA'.
Note: When using the filter tool above the grid, you must select at least one filterable option. For example, if you add the "State" filter and click the Filter button without selecting any of the options listed in the dropdown, the filter will simply close.
Saving custom views
Once you have your grid organized via your preferred columns and filters, save it by either clicking the Save button or else store it as a custom view by selecting Save as and naming it.
Alternatively, look for the 'plus' icon in your 'My views' area on the left and click that.
A pop-up will appear and you can give the view a name.
It will also appear in a panel in your dashboard so that you can jump directly to the saved view from there.
Bulk download Contracts
If you would like to get a local copy of all of your stored contracts, you can now bulk download them from the grid. See the animation below:
Once you click download, a zip bundle including the latest version of the contracts you have selected can be collected from within your LawVu Notifications. The zip file will contain all the PDF contract files, as well as an Excel summary.
Note - Hitting the 'x' button just dismisses the download notification, the actual download will continue in the background.
In-house legal members and Administrators with Full Contract Access Permission can join contracts automatically, without needing to go through Preview first and add themselves to each contract individually.
To do that, click to Join a contract and then tick 'Automatically join matters and contracts in the future'.
You can toggle this setting also from your profile ( top right of the screen ) and scroll down to Settings :
This setting will make sure you automatically become a member and have full access to the matter/contract after clicking on it, avoiding the need to go to Preview first.
If, at a later moment, you decide you no longer want to be a member on those contracts, you can easily select them and use the bulk reassignment to remove yourself :
Users can reassign owners and managers, and add or remove members for matters or contracts, in bulk, directly from the grid. To check how go to this article