Overview
Views let you organize and display your contracts in different ways. Choose from built-in views or create custom views with specific columns, filters, and sorting to match your workflow.
Choosing a View
Click the View button in the toolbar to select your view:Built-in Views
| View | Description |
|---|---|
| Card View | Visual cards showing contract summaries with key information |
| Table View | Spreadsheet-style with configurable columns |
Custom Views
Your saved view configurations appear below the built-in views. Click any custom view to apply it.Creating Custom Views
Column Options
Available Column Fields
Choose from any extracted contract data:Contract Information
- Contract Type
- File Name
- Tags
- Upload Date
- Processing Status
Entities
- Assignors (parties granting rights)
- Assignees (parties receiving rights)
- All Contracting Parties
Catalog
- Recordings Count
- Compositions Count
- Connected Assets
Dates
- Execution Date
- Effective Date
- Term Length
- Expiration Date
- Option Dates
Financial
- Advance Amounts
- Royalty Rates
- Accounting Period
Rights
- Territory
- Rights Types
- Exclusivity
Integration Status
- Curve Sync Status
- Last Sync Date
Column Design Options
For each column, configure:| Option | Description |
|---|---|
| Width | Fixed width or auto-fit to content |
| Alignment | Left, center, or right align |
| Format | Date format, number format, currency |
| Visibility | Show or hide the column |
Reordering Columns
Drag columns to reorder them:- Click and hold the column header
- Drag to the desired position
- Release to drop
Resizing Columns
Drag the column border to resize:- Hover over the column border
- Click and drag to resize
- Double-click border to auto-fit
Custom View Templates
Templates provide pre-configured views for common use cases:Available Templates
| Template | Description | Includes |
|---|---|---|
| Recording Deals | Focus on recording contracts | Type, Artist, Label, Advance, Royalty Rate |
| Publishing Deals | Focus on publishing contracts | Type, Writer, Publisher, Territory, Splits |
| Expiring Contracts | Track upcoming expirations | Name, Type, Entity, Expiration Date |
| Financial Overview | Financial terms focus | Name, Advance, Rates, Accounting Period |
Using Templates
Editing Custom Views
Modify an Existing View
Rename a View
Delete a View
View Persistence
Your view preferences are saved:- Per project - Each project maintains its own view settings
- Per user - Your view preferences are personal
- Auto-saved - Changes are saved automatically
Best Practices
Create views for specific workflows
Create views for specific workflows
Build views that match how you work - one for reviewing new contracts, one for tracking expirations, etc.
Use descriptive view names
Use descriptive view names
Name views clearly so you can quickly find them: “Expiring Q1 2025” or “Sony Recording Deals”
Start from templates
Start from templates
Templates provide a good starting point - customize from there rather than building from scratch.
Limit columns in table view
Limit columns in table view
Too many columns can be overwhelming. Focus on the most important fields for each view.