How do I View Contracts By Status?

Updated on September 18, 2020 05:19AM by Admin

The Contracts App of Apptivo allows you to view your contracts based on statuses. You can view based on standard and custom created statuses.

Steps to View Contracts By Status

  • Log in and access Contracts App from your universal navigation menu bar.
  • Click on the "Lists" dropdown and select “By Status” from the left navigation panel.
Home Page

  • The menu will expand to show the following options.
    • Draft - The Contracts that are saved.
    • Sent for signature - The Contracts that are sent for signature.
    • Executed - The Contracts that are executed.
    • Expired- The Contracts that are expired.
    • Canceled- The Contracts that are canceled.
  • Choose the preferred status you would like to view the contracts. You can also view your custom statuses. For instance: Expired.
By Status

  • Click on the "More Details" icon to view the contract information.

Note: To view contracts by status, you have to ensure that the By Status view is enabled from Settings → Customize App → Views.



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