Difficulty: Easy
Time: >5 minutes
Overview
You can search for contracts that contain a specific clause by using an Advanced Filter. This allows you to quickly identify and review contracts with that clause, giving you a clear view of contracts with key clauses at a glance.
Use Case
At Classics Inc., the Legal Operations team frequently needs to track which contracts contain specific clauses, such as confidentiality clauses or renewal terms, across thousands of agreements. By using the Advanced Filter "<clause name> Clause Text is not empty," they can quickly identify all contracts that include the clause without manually reviewing each document.
What You'll Need
| Features | Dashboard |
| Permissions | Access to the Dashboard. Only workflows and records that you have permission to view will appear in the results. |
Supporting Resources
Instructions
- Click the Dashboard tab.
- Click the All filter, and then toggle on Advanced filtering.
- In the first dropdown, select the clause you want to search for.
- In the Is dropdown, select Is not empty.
Result
The Dashboard displays all contracts containing that clause.