Views

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Overview

Views control how contracts are displayed in the Drive. Use built-in views for quick access, or create custom views with specific columns and fields tailored to your workflow.

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Built-in Views

Two built-in views are always available: Built-in views cannot be customized or deleted.

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Table View Columns

The Table View includes the following fixed columns:

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Card View

Each card displays the contract name, type, status, linked assets, and any Duplicates or Missing indicators alongside action buttons.

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Custom Views

Custom views let you create table layouts with the exact columns and fields you need.

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Creating a Custom View

1. Click the View dropdown in the toolbar
2. Click Add view… at the bottom
3. Enter a name for your view
4. Configure columns in the Editor tab (or start from a Template)
5. Click Save

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Accessing Custom Views

Your saved custom views appear in the View dropdown below the built-in views. Click any view to apply it.

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View Editor

When editing a custom view, you’ll see two tabs:

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Editor Tab

The main workspace for building your view. Here you:

• Add, remove, and reorder columns
• Configure fields within each column
• Adjust column design settings

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Templates Tab

Pre-configured column layouts for common use cases. Select a template to quickly populate your view with relevant columns.

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Working with Columns

Columns are the building blocks of custom views. Each column can contain one or more fields.

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Adding a Column

Click the + Add Column button at the bottom of the Editor tab. A new column named “New Column” is created.

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Column Controls

Each column has controls in its header:

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Reordering Columns

Use the up and down arrow buttons on each column to change the display order. Columns at the top of the list appear on the left side of the table.

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Renaming a Column

Click the edit icon next to the column name to rename it. Press Enter to save or Escape to cancel.

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Column Configuration

Expand a column to access its configuration. Each column has two tabs:

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Column Fields Tab

Configure which data fields appear in the column. Adding a field:

1. Use the Select field dropdown at the bottom
2. Choose a field from File Fields, System Fields, or Custom Fields
3. Click + Field to add it

Field options: Each field can be expanded to configure its display settings. Options vary by field type but may include:

• Display type (text, count, badges)
• Which properties to show
• Filtering options

Removing a field: Click the X button on any field to remove it from the column.

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Column Design Tab

Control the visual appearance of the column. Column Size: Column Layout: The Design tab includes a preview showing how your column will appear.

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Available Fields

Fields are organized into categories:

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File Fields

Basic information about the uploaded file:

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System Fields

Extracted contract data: Duplicates field options:

• Field Layout — display as a count (number badge) or text (list of duplicate file names)

When you click a duplicate indicator to inspect the list, each duplicate card shows when it was auto-merged. If AI reasoning is available for why the contracts were identified as duplicates, it appears below the merge date — click Read more to expand the full explanation. Missing Content field options:

• Field Layout — display as a count (number badge) or text (list of missing items with their type and identifier)
• Filter by Type — restrict which content types are shown: External Document, Appendix, Schedule, Exhibit, Amendment, Addendum, or Missing Pages

Entity Artists field options:

• Field Layout — display as a count (number badge) or text (artist names with their entity in parentheses)
• Filter by Entity Role — restrict to Assignee or Assignor entities only

Entity Writers field options:

• Field Layout — display as a count (number badge) or text (writer names with their entity in parentheses)
• Filter by Entity Role — restrict to Assignee or Assignor entities only

Recording Artists field options:

• Field Layout — display as a count (number badge) or text (artist names with associated recording titles)
• Filter by Creator Role — restrict to specific roles: Main Artist, Featured Artist, Producer, Remixer, Writer, Composer, Lyricist, Vocalist, or Other

Composition Writers field options:

• Field Layout — display as a count (number badge) or text (writer names with associated composition titles)
• Filter by Creator Role — restrict to specific roles: Main Artist, Featured Artist, Producer, Remixer, Writer, Composer, Lyricist, Vocalist, or Other

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Categorized Fields

Flattened versions of complex extractions, displaying data in a more detailed format:

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Quality Fields

Fields that surface contract quality signals detected during processing: Duplicates field options:

• Field Layout — choose Count (a number badge) or Text (a list of duplicate contract names)

Clicking a duplicate indicator opens a panel listing each duplicate. Each entry shows the merge date and, when available, the AI reasoning behind the match — click Read more to see the full explanation. Missing Content field options:

• Field Layout — choose Count or Text
• Filter by Type — narrow which missing content types are shown. Available types:

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Custom Extractor Fields

If you’ve created custom extractors, they appear as available fields. Only active extractors are shown.

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Templates

Templates provide pre-configured column layouts for common use cases.

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Using a Template

1. Open the view editor
2. Click the Templates tab
3. Browse available templates
4. Click a template to apply it

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Available Templates

Templates are designed for specific workflows like:

• Recording deal overview
• Publishing deal overview
• Financial terms focus
• Expiration tracking

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Managing Views

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Renaming a View

1. Open the view in the editor
2. Click the edit icon next to the view name in the header
3. Enter the new name
4. Click Save

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Deleting a View

1. Open the view in the editor
2. Click the Delete button at the bottom left
3. Confirm the deletion

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View Sharing

Custom views are shared at the project level. This means:

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Implications for Teams

• Coordinate with your team before deleting or significantly changing shared views
• Use clear naming conventions so team members understand each view’s purpose
• Consider creating role-specific views (e.g., “Finance Review”, “Legal Compliance”) that different team members can use

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Best Practices

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Related Documentation