Overview
Filters help you narrow down your contract list to find exactly what you need. Combine the status filter with field-specific filters to quickly locate contracts.Status Filter
The primary filter lets you filter by processing status:| Status | Shows |
|---|---|
| All Statuses | All contracts regardless of status |
| Completed | Fully processed contracts |
| Processing | Contracts currently being extracted |
| Queued | Contracts waiting in the queue |
| Paused | Contracts requiring user input |
| Failed | Contracts with processing errors |
Adding Filters
Available Filter Fields
Filters are organized into three categories:File Fields
Basic file information:| Field | Description |
|---|---|
| File Name | The uploaded document filename |
| File Extension | File type (e.g., pdf) |
System Fields
Extracted contract data:| Field | Description |
|---|---|
| Language | Contract language |
| Type | Contract 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:| Field | Description |
|---|---|
| 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 |
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
Unlike traditional filters with operators (contains, equals, greater than), the filter system uses value selection:- When you add a filter, the system queries your contracts to find all unique values for that field
- You select a specific value from a dropdown
- Only contracts matching that exact value are shown
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.
Multiple Filters
When you add multiple filters, they combine with AND logic:- Type is “Recording Agreement” AND
- Language is “English” AND
- Tags is “Priority”
Managing Filters
Filter Count Badge
The Filter button shows active filter count:- Filter (0) - No active filters
- Filter (3) - Three active filters applied (including status if not “All”)
Removing Filters
- Click X on an individual filter to remove it
- Click Clear to remove all filters at once
- Select “All” in any dropdown to disable that filter without removing it
Best Practices
Filter by status first
Filter by status first
Start with the status filter to focus on completed contracts before adding field filters.
Use tags for custom grouping
Use tags for custom grouping
Check filter count
Check filter count
If you’re having trouble finding contracts, check the filter count - you may have filters applied.
Use flattened fields for detail
Use flattened fields for detail
Flattened fields let you filter by specific royalty types, cost categories, or control areas.
Related Documentation
Sorts
Sort filtered results.
Views
Create custom column layouts.