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In the Contract Manager menu, select “My Contracts” to open the Central Archive interface.
The Contract Manager interface automatically categorizes documents into four dynamic sections, making it easy to track the status of each case. Each section is color-coded for better visual distinction.
Drafts: Here you’ll find incomplete contracts you’ve started but haven’t finished filling out. If there are no drafts, this section disappears to keep your workspace clean.
Pending Acceptance: This section contains documents you have received from others but haven’t yet accepted. It only appears if there are items within it.
Contracts Pending Signature: This section lists all documents awaiting signatures, allowing you to instantly see which ones still require action from you or your partners.
Signed Contracts: This section stores finalized agreements signed by all parties.
The email tracking function shows in real time which of your sent contract notifications have bounced, been delivered, or opened by recipients. This allows you to instantly spot delivery issues or confirm when your partner has viewed the contract, helping you manage communication more effectively.
Documents with a comment icon indicate there are feedback notes. Clicking the icon immediately opens the related comments for that contract.
You can assign your own internal custom statuses to contracts and filter by them in search results. This lets you track and manage internal workflows precisely.
On the list view, right-clicking a contract opens a context menu where you can quickly access key actions (view, copy, edit, or delete) — allowing you to perform common tasks without opening the document itself.
The fast, free-text search bar allows you to type any keyword or phrase, and the system instantly displays matching results from titles, content, or partner data. Opening the detailed search expands your filtering and display options — you can refine results by template, status, date range, internal label, or linked account.
The floating quick-action menu in the bottom right corner lets you start a new contract with a single click. This gives you instant access to templates and allows you to begin document creation without navigating through dropdown menus.
