Shared Custom Views

Shared Custom Views allow CLM users to standardise and reuse Contract Repository configurations across teams.

This improves collaboration and reduces the need to recreate views individually.

🌍 Overview

Custom Views define how contracts are displayed in the repository (filters, sorting, grouping, columns).

With sharing enabled, these views can be reused by other users within the same organisation.

👤 Who Can Use This

All CLM users working with the Contracts Repository.

💼 Where Shared Views Are Available

Shared views are available in the Contracts Repository.

Users can access them alongside their personal views.

💡 How Shared Views Work

Sharing a View

Users can share their custom views with:

• Specific users

• All users within the organisation

Using Shared Views

Other users can:

• View and apply shared configurations

• Set them as their personal default view

Ownership and Control

• Only the view owner can edit or delete a shared view

• Other users can only use the view

📌 Typical Use Cases

• Standardising contract reporting across teams

• Sharing predefined filters for audits or reviews

✅ Best Practices

💡 Tips for Effective Use:

• Create shared views for team-wide processes

• Keep personal views for individual working preferences