This topic will walk you through how to manage views. This includes how to create, modify, share, and export custom views.

Views are a combination of saved filters and columns that allow you to easily access relevant workflows without having to manually search each time.

The Views panel is located on the left. You can open or close it by clicking the Views icon located by All workflows. By default, this side panel is always open.

Create a Custom View

Required Permissions: None

1. Click the Views icon located by All workflows.
2. Click the plus sign and enter a name for your view. Your new blank view is located under My Views.
3. Add filters to your view.
4. Click Save. Your custom view is now located in the Views panel on the left.

Modify a View

Required Permissions: None
All views on the Ironclad dashboard can be modified. You can modify your custom view and save your changes to your current view, or you can save your changes as a new view. You can also discard your changes and reset your view to when you last saved it. While you can also modify a preset view, you only have the option to save your updates as a new view or to reset the view to its default state.

1. Click the Views icon located by All workflows.
2. To modify your view, you can add filters or columns to your view.
3. If you are modifying a custom view, click Save and select one of the following:
   • Save and Update View: Applies the changes to the current view.
   • Save as New View: Saves the changes as a new view and keeps the current view as it was.
   • Discard Changes: Discards all changes and resets the view to its previously saved state.
4. If you are modifying a preset view, click Reset to Default and select from one of the following:
   • Reset to Default: Resets the preset view to its default state and discards all changes.
   • Save as New View:  Saves the changes as a new view and keeps the preset view as it was.

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Share a View

Required Permissions: None
You can share a copies of your custom views with other Ironclad users. When you share a link with other users, they see a pop-up that reflects the name of the view and allows them to modify it before saving the shared copy. Since you send a copy of view and not the actual view, any changes that you make to your view after you share a link are not reflected in the receiving user’s copy.

Note: Views are overruled by permissions. If your receiving user does not have access to the same workflows as you, they will not see them in the view. Also, if the receiver does not have access to contract metadata that was used as a filter or column in the view, the view link will not work for them.

1. Click the Views icon located by All workflows.
2. Locate the view you want to export and click the three stacked dots next to its name.
3. Click Share. A link displays that you can copy and send to another user.
4. Alternatively, if you are in the view, you can click the three stacked dots next to the Columns dropdown and click Share.

Export a View

Required Permissions: None
You can export the search results of your views as a CSV. If you want to include specific contract metadata in your export, create a metadata column. This enables you to manage what is included in your document.

1. Click the Views icon located by All workflows.
2. Locate the view you want to export and click the three stacked dots next to its name.
3. Click Export.
4. Alternatively, if you are in the view, you can click the three stacked dots next to the Columns dropdown and click Export.