How can I search and filter my documents in Contractbook?

There are different ways to filter and search your documents in Contractbook, which will allow you to easily find them when you search for a specific document or apply a filter.

Categories

Categories can help you locate all your documents available under your Contractbook account or only specific ones based on their status: drafts, pending, signed or rejected.

Filters

Filters are available to help you locate documents based on their type (Owned by me/Owned by others/Uploaded), added a tag, or particular date of signature.

You can combine categories and filters for a very narrowed-down document overview.

Tags‍

To avoid too many folders within folders, you can add Contractbook tags for your personal usage.

This is a feature that will help you organize even better your legal work. You can add several different tags to individual documents like this:

Your tags will appear under filters which you can then use to filter your documents.

Note: Tags are only visible to you. Even if a document with added tags is shared with collaborators, they will not be able to see them. 

OCR and Search 

You can search for specific keywords, dates, or any other details within your documents. The Advanced Search ability in Contractbook applies both to native and any uploaded files.

Date extraction allows you to add automatic tasks and reminders to the most important deadlines in your legal agreements. 

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.