Clause View Filtering

How to do I filter the clauses view?

Filtering within clause view allows users to see data and generate views and reports of specific clauses. The benefit of this feature is to break your clauses down into relevant subsets to you at that time, with ease.  

What does it do?

The filter and sorting functionality generates an on-screen view of the clauses that matter to you at that moment. You can select multiple filters if desired. Once the filtering is complete, you are then able to export the generated view into an Excel export that mirrors the report on the screen.

How to use it

Step 1: Navigate to the “Lease Admin” dropdown menu on the left-hand side and press the “Clauses” Tab

Step 2: Select your filters from the form in the top right corner of the page and click “Submit”