Overview
Filters help you narrow down your contract list to find exactly what you need. Apply quick status filters or build complex filter combinations.
Status Filters
Quick-access filters in the toolbar let you filter by processing status:| Status | Shows |
|---|---|
| All | All contracts regardless of status |
| Ready | Fully processed contracts |
| Processing | Contracts currently being extracted |
| Queued | Contracts waiting in the queue |
| Failed | Contracts with processing errors |
| Paused | Contracts requiring user input |
Adding Filters
Filter Fields
Contract Information
| Field | Operators | Example |
|---|---|---|
| Contract Type | is, is not | Type is “Recording Agreement” |
| File Name | contains, equals | Name contains “Sony” |
| Tags | has any, has all, has none | Has tag “Priority” |
Entities
| Field | Operators | Example |
|---|---|---|
| Assignor | is, is not, contains | Assignor is “Warner Music” |
| Assignee | is, is not, contains | Assignee contains “Artist” |
| Any Entity | is, contains | Any entity is “Sony” |
Dates
| Field | Operators | Example |
|---|---|---|
| Execution Date | before, after, between | Executed after Jan 1, 2024 |
| Expiration Date | before, after, between | Expires within 90 days |
| Upload Date | before, after, between | Uploaded this month |
Financial
| Field | Operators | Example |
|---|---|---|
| Advance | greater than, less than, equals | Advance > $50,000 |
| Royalty Rate | greater than, less than, between | Rate between 15-20% |
Rights
| Field | Operators | Example |
|---|---|---|
| Territory | includes, excludes | Territory includes “US” |
| Rights Type | has any, has all | Has mechanical rights |
Catalog
| Field | Operators | Example |
|---|---|---|
| Recordings Count | greater than, equals | Has more than 5 recordings |
| Compositions Count | greater than, equals | Has compositions |
Filter Operators
Text Operators
| Operator | Description |
|---|---|
| is | Exact match |
| is not | Does not match |
| contains | Contains the text anywhere |
| starts with | Begins with the text |
| ends with | Ends with the text |
Date Operators
| Operator | Description |
|---|---|
| before | Date is before specified date |
| after | Date is after specified date |
| between | Date falls within range |
| within | Within X days/weeks/months |
| is empty | No date value |
| is not empty | Has a date value |
Number Operators
| Operator | Description |
|---|---|
| equals | Exact value match |
| greater than | Value is larger |
| less than | Value is smaller |
| between | Value falls within range |
Selection Operators
| Operator | Description |
|---|---|
| is | Matches the selection |
| is not | Does not match |
| has any | Has at least one of the values |
| has all | Has all of the values |
| has none | Has none of the values |
Multiple Filters
Combining Filters
When you add multiple filters, they combine with AND logic by default:- Contract Type is “Recording Agreement” AND
- Territory includes “US” AND
- Expiration Date is within 90 days
Clearing Filters
- Click X on individual filter badges to remove them
- Click Clear to remove all filters at once
- Status filters and advanced filters clear independently
Filter Count Badge
The Filters button shows the active filter count:- Filters (0) - No active filters
- Filters (3) - Three active filters applied
Saved Filter Combinations
Filter combinations are automatically saved with custom views:
When you select that view, the filters automatically apply.
Best Practices
Start broad, then narrow
Start broad, then narrow
Begin with broader filters and add more specific ones to refine results.
Use status filters first
Use status filters first
Filter by processing status first if you’re looking for ready contracts.
Save common filters as views
Save common filters as views
Create custom views for filter combinations you use often.
Clear filters before searching
Clear filters before searching
Remember to clear filters if you’re having trouble finding a contract.