Table of contents:
📽️ For a walkthrough, check out our webinar on this and other released features.
Switch to the new contract viewer
To turn on the new contract view for the first time, select Switch to New View in the banner at the top of your screen. 
To switch back to the legacy viewer, you can select Switch to Legacy View. These changes will only affect your view and no one else.
Overview
In this section, you'll find a find the execution status, contract type, and whether or not the contract is active. The highlights section, which appears on every workspace, gives you a quick glimpse to the key details of the contract.
You'll also be able to see where the contract is using the navigation and move that contract to different folders as needed.
Page Navigation
To access a contract's page navigation, just hover over the icons on the left hand side.
There are 5 available workspaces depending on your subscription and access (See each article to a deeper dive into each workspace)
- Contract & Info
– View key details, navigate with breadcrumbs, and see AI extracted suggestions inline. - Comments & Notes
– Add context, track discussions, and use @mentions. - Related Docs – Attach amendments, add notes, and see document hierarchy.
- Approve (Coming Soon) – Flexible approval workflows with groups and rules. See Approve article
- eSign
– Manage signature requests, reminders, and signers. See eSign article
To navigate to a different workspace, simply click on the workspace.
Each Workspace has a unique link so you can send someone directly to the area where action is needed.
Customizing the highlights section
You can adjust what you and other see in the highlights section to include up to 20 fields.
To start, go to Settings > Custom Fields, Forms, & Highlights
Then select Add Field
Select any field (Ledger fields are not supported) and then click Add Selected
To adjust the order, hover over the field you'd like to move. Then click and drag to your desired location.