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How do I use Advanced Filters?

HubSpot Video

With Advanced Filters, you can quickly and easily apply one or more Filters to see any group of your contracts. There are a whole series of Filters -- Counterparty, Approved By, Dates, Folders, Tags, etc. -- to choose from.   You can also choose from the Custom Fields that you create (on Standard Plans and above).

Just select the Filters button at the top left on your Contract List and apply the Filter(s) you want. Each time you apply a Filter a tile will show that Filter is applied. You can then remove them individually (by clicking the "x" on the tile) or clear all of them by selecting that option to the right. 

And keep in mind that you can use Filters and Search together to easily find exactly the right contracts, and then use our reporting tools to download the information for these contracts or the contract files.