You can sort the contract repository by selecting any column heading. Selecting the heading will sort the list on the column in opposite direction. By default, contracts are sorted by the most recently updated contracts first.
Using the Search field allows you to search all the metadata about each contract record. Recall that in Lextree a “Contract” refers to the entire legal relationship and contains all the documents related to the contract, including the original agreement, any schedule, addendum, and amendment.
To show or hide columns in the repository select the Columns
button. Columns that are checked will display in the list.
The Add Filter
button allows Users to create structured searches of the repository.
Users with the Editor role will see an + Add
button. Users with the Requestor
role will see the Request
button. It is possible to have both, either, or neither role.
The + Add
button displays the Lextree Add Contract pages to create a new contract record. The Request
button launches a task workflow created by Admin users in Settings > Users & Groups > Task Workflows
.
To view the details about a contract, select the party name (as a link in the first column). The link will display the contract details pages for that contract record.