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Documentation Index

Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt

Use this file to discover all available pages before exploring further.

Overview

Filters help you narrow down your contract list to find exactly what you need. All filters use multi-select checkboxes — you can select multiple values within each filter, and combine multiple filters to precisely target contracts.

Status Filter

The built-in Status filter lets you show contracts by one or more processing statuses. Leaving all statuses unchecked shows all contracts.
StatusShows
CompletedFully processed contracts
ProcessingContracts currently being extracted
QueuedContracts waiting in the queue
PausedContracts requiring user input
FailedContracts with processing errors

Adding Filters

1

Click Filters

Click the Filter button in the toolbar.
2

Add a Filter

Use the “Add filter…” dropdown at the bottom to select a field. The filter is added immediately.
3

Select Values

Check one or more values in the filter’s checkbox list. Options are populated based on your actual contract data.

Available Filter Fields

Filters are organized into three categories:

File Fields

Basic file information:
FieldDescription
File NameThe uploaded document filename
File ExtensionFile type (e.g., pdf)

System Fields

Extracted contract data:
FieldDescription
LanguageContract language
TypeContract classification
Recording (Name)Linked recording names
Composition (Name)Linked composition names
Relation (Name)Related contract names
Relation (Email)Related party emails
Entity (Name)Party names
Entity (Phone)Party phone numbers
Accounting (Period)Accounting period type
Accounting (Cross Collateralizes)Cross-collateralization status
Accounting (Audit Rights)Audit rights status
Control Area (Control Type)Type of control/rights
Control Area (Exclusivity)Exclusivity status
Compensation (Currency)Payment currency
Compensation (Recurring Payment)Recurring payment type
Signature (Name)Signatory names
Signature (Signed)Signature status
Tags (Name)Applied tags

Flattened Fields

Detailed breakdowns from categorized extractions:
FieldDescription
Royalties Flat. (Rights Type)Royalty rules by rights type
Costs Flat. (Category)Cost deductions by category
Control Areas Flat. (Rights Type)Control areas by rights type
Control Areas Flat. (Control)Control areas by control type
Control Areas Flat. (Exclusivity)Control areas by exclusivity

Content Health Fields

Aggregate boolean filters for identifying contracts that may need attention:
FieldDescription
Missing ContractsFilter by whether a contract has associated missing content flagged
Duplicate ContractsFilter by whether a contract has duplicate child contracts linked to it
These filters return Yes or No options. Select Yes to surface contracts with the condition present, or No to show contracts without it.

Custom Fields

If you have custom extractors configured, their output fields appear as filterable options. Each extractor field becomes a separate filter.

How Filtering Works

Each filter uses multi-select checkboxes:
  1. When you add a filter, the system queries your contracts to find all unique values for that field
  2. Check one or more values — all checked values are matched with OR logic within that filter
  3. Multiple filters combine with AND logic across filters
Example: Status is “Completed” or “Failed” AND Type is “Recording Agreement” — only contracts matching both conditions appear.
Filter options are dynamically populated based on your actual contract data. If a field has no values across your contracts, it won’t show any options.

Managing Filters

Filter Count Badge

The Filter button shows active filter count — a filter is counted as active when at least one value is checked:
  • Filter (0) - No active filters
  • Filter (3) - Three filter groups have values selected
Each filter also shows a small badge next to its label indicating how many values are currently selected.

Clearing Selected Values

  • Click Clear on an individual filter to uncheck all its values (keeps the filter in the panel)
  • Click X on an individual filter to remove it entirely from the panel
  • Click Clear in the filter header to remove all filters and reset the status filter

Best Practices

Start with the status filter to focus on completed contracts before adding field filters.
Use multi-select to show contracts in more than one status at once — for example, “Failed” and “Paused” together to review all contracts needing attention.
Create tags for categories you filter often, like “Priority” or “Under Review”.
If you’re having trouble finding contracts, check the filter count — you may have filters applied.
Flattened fields let you filter by specific royalty types, cost categories, or control areas.

Sorts

Sort filtered results.

Views

Create custom column layouts.