Contract Repository

The Contracts module is the heart of OpenCLM. It is the single source of truth for every agreement your organisation manages.

The Contract List View

When you open Contracts from the sidebar, you see a searchable, filterable table of all contracts you have access to.

Columns

Column	Description
Title	Contract name — click to open
Type	NDA, Vendor, SLA, Employment, etc.
Counterparty	External party to the agreement
Status	Current lifecycle stage
Value	Contract monetary value
Expiry	Expiry/renewal date
Owner	The internal user responsible
Last Modified	Timestamp of last change

Filtering & Sorting

• Use the search bar to filter by title or counterparty.
• Click any column header to sort ascending / descending.
• Use the filter panel (funnel icon) to filter by: Status, Type, Owner, Date range, Value range.

Bulk Actions

Select multiple contracts using the checkboxes to:

• Export to CSV or PDF
• Archive (move to archived view)
• Assign a new owner

Creating a Contract

1. Click New Contract (top-right button).
2. Choose to start from:
   • Blank document — open the rich text editor with no pre-filled content.
   • From Template — select a template; the editor pre-fills with the template body and metadata.
   • Upload — upload an existing PDF or Word document.
3. Fill in the contract metadata:
   • Title (required)
   • Type (required)
   • Counterparty (required)
   • Value, Currency (optional but used in Analytics)
   • Effective date / Expiry date
   • Owner (defaults to you)
4. Click Create to open the authoring editor.

See Authoring & Editor for detailed editing instructions.

Contract Detail Page

Clicking any contract in the list opens the Contract Detail page, which has several panels:

Overview Tab

Displays all metadata fields and the current status badge. Admins and owners can edit metadata directly inline.

Document Tab

Shows the full contract body. Click Edit to enter the rich text editor (if you have edit permission).

Documents Panel

Attach supporting files — SOWs, exhibits, correspondence — to the contract. Supported formats: PDF, DOCX, XLSX, PNG, JPG (up to 25 MB per file).

Version History

Every save creates a version snapshot. Click any historical version to view a diff against the current version. See Version History.

Collaboration Panel

A threaded comment sidebar. Tag colleagues with @username to notify them. Comments are visible to all users with read access to the contract.

Approvals Tab

Shows the current approval workflow state, each approver's status, and the approval history. See Approval Workflows.

Signature Tab

Shows pending and completed signature requests. See E-Signatures.

Contract Status Transitions

You can manually change a contract's status if you have the right permissions:

From	To	Who can do this
Draft	Under Review	Contract Author, Contract Manager
Under Review	Approved	All approvers in the workflow
Under Review	Rejected	Any approver
Approved	Signed	Contract Manager, Signatory (after e-sign)
Signed	Active	Contract Manager
Active	Expired	Automatic (based on expiry date)
Active	Terminated	Contract Manager, Administrator

Archiving & Deleting

• Archive — moves the contract to a separate archived list. It remains searchable but is excluded from the main view and dashboards.
• Delete — permanently removes the contract. Only Super Admins can delete. Deleted contracts cannot be recovered.

warning

Deletion is irreversible. Archive instead of delete unless you are certain the contract is not needed.