View use cases

Contract register

Use this view to keep every signed agreement in one place. It is ideal for tracking obligations, renewals, and important dates across all contracts.

How to set it up:

1. Open Views in your workspace.
2. Select Create From Template.
3. Choose Contract Register.

What you will see by default:

• A list of contract documents only.
• Key columns such as filename, issue date, summary, and tags.
• A grid layout that is easy to scan.

For deeper analysis, add extra columns like owner, counterparty, or internal status.

Refine contract views with filters and sorting

Correspondence register

Use this view to centralize communications and compliance evidence. It helps you keep emails, meeting notes, notices, and governance records together for easy review.

How to set it up:

1. Open Views and select Create From Template.
2. Choose Records Registry (the correspondence template).

Why it helps:

• You see the timeline of communications in one list.
• A tone column can highlight items that need attention.
• Tags help you group messages by project or stakeholder.

Learn how view rows and columns work

Financial tracking

Use this view to track invoices, purchase orders, payment certificates, and guarantees. It is a single dashboard for everything linked to money.

How to set it up:

1. Go to Views.
2. Select Create From Template.
3. Choose Finance Tracker.

Tips for daily use:

• Sort by issue date to see upcoming payments.
• Add a custom column for payment status if you need one.
• Use tags to separate suppliers or project phases.

Build a finance view that answers one question

Claim preparation

Use this view to bring all claim-related evidence into one structured list. It combines change records, operations evidence, financial records, and correspondence so you can build a clear narrative.

How to set it up:

1. Open Views and select Create From Template.
2. Choose Claim Dossier.

Best practices:

• Group by document type to separate evidence categories.
• Add a custom status column to track review progress.
• Keep the list focused by saving filter sets.

Save filter sets for claim review