Basic Contract Search

Perform a quick, unstructured search across your contract repository

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Written by Contract Eagle
Updated over a week ago

Audience: all users

A Basic Contract Search will allow you to enter a contract ID number, keyword, value or date and return all matching contracts. A keyword will search any text within the contract title, summary, attached documents (if text-searchable), user-defined fields and dates (next date or previous date only).

To use Basic Contract Search, enter your search term in the search field on the right-hand side of the navigation bar, then click the search button:

Alternatively, click the Contracts menu > Searching/Reporting > Basic Contract Search tab > enter your search term and click Search.

For either search method you can enter a search term, or leave the search field blank to return a list of all contracts in the database which you have access to, subject to any status filters set in the Page Settings.

Note that the default status filter is set to return only Active Contracts. If you wish to search across all contracts by default - including Closed and Cancelled ones - you can change this and other Search Settings.

On clicking search, the search results will be displayed in the lower part of the search screen. 

Click the Report button to produce a report based on the search results. 

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