Contents
Searching Agreements and Requests
Video: Searching Agreements and Requests
You can search for agreements and requests using advanced search or from their respective pages (Agreements Page, Requests Page). You may want to search agreements and requests for several reasons, such as:
- view its details
- see its status
- copy an existing agreement
- make changes to it
The process for searching any entity (agreements, contract types, requests, clauses, and so on) is identical. We will use Agreements as an example to understand the process on this help page. You can find a specific agreement you are looking for from the Agreements_Page using one of these three methods:
- Category Search
- Saved Searches
- Searches pinned as Favorites
Category Search
Follow these steps to search for requests using the Category drop-down list:
- Click the Agreement Management tile on My Dashboard. The Agreements Page opens, which displays all the existing agreements.
- Use the Categories drop-down list to filter the agreements and find the exact match that you are looking for. For example, search by status, created by or the status changed, date, among many other options. All options that match the selected category are displayed.
- Select the desired criteria by marking the boxes next to that option. Agreements that match these specified criteria are displayed.
- Filter your search further by typing specific keywords in the Custom Keyword field and then click Apply. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:
- APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
- ?PP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
- APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states
- You can also type free text in the Refine Search Here... search box. A list of relevant agreements is displayed.
Saved Searches
Follow these steps to use your saved searches:
- Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
- Click the Saved Searches drop down and select the desired saved search. Refer to Using Advanced Search for details on saving a search. This displays the agreements matching the criteria defined in the saved search.
Refer to Saved Searches for details on saving a search.
Searches pinned as Favorites
Follow these steps to search using a favorite search:
- Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
- Click one of the searches defined as favorite, just below the feature tiles. Refer to Using Advanced Search for details on adding searches as favorites. This displays the agreements matching the criteria defined in favorite search.
