Who this is for: Anyone newly signed into CLX who wants to understand how to navigate the Contract Logix application
Time to complete: 2–3 minutes
The CLX UI is a three-region layout:
a fixed sidebar on the left for primary navigation,
a header across the top for global search and your account, and
a large content area which displays the content for the area to which you've navigated
1. Home Page
After signing in, you’re on the home page (/home). The full layout is visible at once: sidebar on the left, header across the top, and the home-page content (Your Actions, Notifications, Workflow Updates) in the middle.
The full home page after sign-in
The sidebar and header stay in place as you navigate; only the content area changes
.
2. Side Bar
The left sidebar groups CLX’s primary destinations top-to-bottom.
The left sidebar
From top to bottom you’ll typically see:
Home — the landing page with Your Actions, Notifications, and Workflow Updates.
Dashboard — the page of different, pre-configured dashboards summarizing the in site data.
Contracts — the contract grid, your main entry point for finding and editing contracts.
People — the directory of contacts and internal users referenced on contracts.
Organizations — companies, departments, and other organizational entities.
Tasks — work assigned to you or your team across all contracts.
Requests — intake requests submitted to your contracts team.
Custom Sections — a collapsible group containing every tenant-defined custom object type your account can read (Products, Vendors, Services, etc.). See Tour the Custom Sections sidebar group.
Advanced Search — cross-entity search with saved-search support.
Reports — saved and ad-hoc reporting views.
Items you don’t have permission to see are simply hidden — not greyed out — so your sidebar may be shorter than a colleague’s. Group items like Custom Sections show a chevron at the right edge that flips open and closed when clicked; clicking the label of a group toggles the dropdown without navigating, while clicking a child link inside the group navigates to that destination.
3. Header
The header runs across the top of every page.
The top header bar
It carries (left to right):
Global search box — type to search across contracts, people, organizations, and other entities your account can read. Use Advanced Search when you need filters and saved queries.
Notification bell — a count badge appears when you have unread notifications. Clicking opens the notifications panel.
User menu (avatar) — your initials in a circle on the far right. This is where you find your profile, theme toggle, and the Logout command.
The header is sticky — it stays in view as you scroll long pages like the contracts grid or a contract detail.
4. User Menu
Click your avatar in the top-right to open the user menu.
The user menu open under the avatar
The menu typically contains:
Theme — switch between light and dark mode (your choice persists across sessions).
Logout — end your CLX session. See Sign out.
Press Escape or click anywhere outside the menu to close it without choosing anything.
Tips
The sidebar collapses on narrow viewports; on a tablet or split-screen you may see icons only, with full labels appearing on hover.
Your current location in the sidebar is highlighted (background tint + bolder text), so you always know where you are.
The header’s global search indexes a fixed set of entities; if you’re looking for a Product, Vendor, or other custom-object record, use that type’s list page (under Custom Sections) — the global search doesn’t cover custom types.
Many lists (contracts, tasks, requests) remember your sort, filter, and column choices for the duration of your session, so navigating away and back doesn’t reset your view.