The Agreements page shows all agreements sent or received by your organization. As your list of agreements grows, the search bar and filters make it easy to narrow things down and find exactly what you're looking for.
The Search Bar
The search bar at the top of the page is the primary way to filter your agreements. As you type, a dropdown appears with matching suggestions grouped by category. Select any suggestion to apply it as a filter.
You can search across the following:
Counterparty - organization name, recipient name, or sender name
Type - agreement type (e.g., Cloud Service Agreement, NDA)
Template - specific agreement template, including uploaded templates
Status - agreement status (e.g., Completed, Declined, Voided)
Billing status - billing-related statuses associated with the agreement
Attachment - attachment filename
Each selection appears as a labeled tag below the search bar. You can apply multiple filters at once, and remove any individual filter by clicking the × on its tag.
Advanced Filters
Click More options on the right side of the search bar to expand the Advanced Filters section. These filters let you search on structured date and legal fields within your agreements.
Each advanced filter has three parts: the field to filter on, a condition (such as later than or equal to), and a value. You can add as many filters as you need by clicking Add filter, and remove any individual filter by clicking the × next to it.
The available advanced filter fields are:
Signed date
Effective date
End date
Governing law
Chosen courts
Click Clear all filters to remove all active filters and return the list to its default state. You can also use Export PDFs or Export as CSV to export the currently filtered list of agreements.
Examples
Here are a few ways to combine filters to find what you need:
See all agreements you have sent
Type your name in the search bar and select yourself from the suggestions
See all completed CSAs
Type Cloud Service Agreement and select it under Type
Type Completed and select it under Status
See all CSAs signed in the last quarter
Type Cloud Service Agreement and select it under Type
Type Completed and select it under Status
Click More options and add an advanced filter for Signed date later than or equal to the first day of the quarter
Add a second advanced filter for Signed date earlier than or equal to the last day of the quarter
See all completed agreements still in force
Type Completed and select it under Status
Click More options and add an advanced filter for End date later than or equal to today's date
Still can't find an agreement?
If you've exhausted all the filtering and search features, make sure you didn't create a second account using another email address. If you did and need to move agreements to a new account, please contact support.