How do I edit Saved Views?

Table of contents

• Edit a Saved View from the Contracts List
• Edit a Saved View from the management menu
• Update versus save as a new view
• Shared views and permissions
• Related articles

Edit a Saved View from the Contracts List

To update the Saved View currently displayed on the Contracts List:

1. Select the Saved View you want to edit.
2. Change the columns, column order, filters, or sorting.
3. Confirm that the view selector changes to Unsaved. This indicates that the current Saved View has unsaved changes.
4. Open Actions and select Update [Saved View Name].

Edit a Saved View from the management menu

You can also edit a Saved View without first displaying it on the Contracts List:

1. Open Actions or the view-management menu.
2. Select Edit saved views.
   
3. Find the Saved View you want to change.
4. Select Options and then Edit.
5. Update the available columns, filters, or view settings in the dialog.
6. Save the changes.

Update versus save as a new view

Choose the save action based on whether you want to preserve the original:

• Update the existing view when the current Saved View should change for everyone who uses it.
• Save as a new view when you want to keep the original and create a separate workflow.

For example, keep a broad “All Active Contracts” view and save a new “Active Contracts — Renewing in 90 Days” view instead of replacing the broad view.

Shared views and permissions

Saved View behavior depends on ownership and account permissions. A view you create may be personal, while an Administrator or Account Manager may be able to share views with other users.

• Review the view name and sharing status before updating it.
• Avoid changing a shared view for a one-time analysis; use Save as a new view instead.
• If you cannot edit a view, ask the owner or an Administrator to make the change or create a copy.
• Use clear names that describe the purpose, filters, and date range.

For sharing instructions, see How Do I Share a View.

Related articles

• How Do I Create Saved Views?
• How Do I See Different Saved Views?
• How Do I Share a View?
• Never Miss a Deadline: Stay Organized with ContractSafe's Upcoming View
• The Contracts List: A Complete Feature Overview

Please reach out to support@contractsafe.com for any questions.