Contracts area — overview
Who this is for: Anyone who needs to understand what the Contracts area is before doing any tasks
Time to read: 5 minutes
The Contracts area is the heart of CLX. Everything else — People, Organizations, Tasks, Requests, Workflows, Reports — exists in service of the contracts you’re tracking. This page describes every screen and panel you’ll meet here, what each one is for, and how they fit together. The how-to docs in this folder (01-browse-list.md through 10-bulk-reprocess.md) and the deeper sub-folders (options-menu/, documents/) tell you how to actually do things in each spot.
Where to find it
Sidebar: Contracts (the file icon, second item below Home)
Permission: every standard role gets read access; whether you can add, edit, or archive depends on your role
The two screens you’ll spend time on
CLX gives the Contracts area exactly two main screens: the list page (/contracts) and the detail page (/contracts/<id>). Almost everything else — drawers, modals, document previews, edit forms — is layered on top of these two screens. Knowing this saves you from feeling lost when a panel slides out from somewhere unexpected.
The Contracts list page
URL: /contracts. Where you land when you click Contracts in the sidebar.
What you see, top to bottom:
Page header — the page title Contracts, plus two action buttons in the top-right: a + New Contract button (subject to your add permission) and an Options dropdown for bulk actions (currently Bulk Reprocess).
Search box — full-text search across the columns shown in the grid. Narrows results as you type.
Kendo grid — the contract list itself. Default columns include ID, Contract Name, Counter-Party, Status, Stage, Effective Date, Expiration Date, Owner. Sort by clicking a header, filter via the column’s three-dot menu, resize by dragging the right border. See Cross-cutting tips for the patterns that apply to every grid in CLX.
Pagination footer — 100 rows per page by default with a page selector and total-count readout.
How to do things from the list page:
Browse the contracts list
Add a contract manually
Add a contract via upload
Bulk reprocess
The Contract detail page
URL: /contracts/<id>. Where you land when you click any contract row in the list.
The page is a wide, multi-column layout. Top to bottom, left to right:
Breadcrumb and header bar
Contracts / <Contract Name> on the left, with three controls on the right:
Parent Contract chip (when the contract has a parent) — clicking it navigates to the parent’s detail page.
Options dropdown — the deep menu that drives most contract-level actions (Generate Document, Reprocess Contract, Email, Workflow, Contract History, Archive Contract). See Options menu for a per-item walkthrough.
An icon strip immediately above the contract name with: a status pill (e.g., Pending), an eye icon (preview the most recent document), a pencil icon (edit metadata), and the vertical-ellipsis icon that mirrors the Options menu in a single-action context.
Contract identity card
The big block under the header. Shows the contract icon, the Contract Name, the Contract Type, and ten or so primary metadata fields laid out in a three- to four-column grid:
Party Name, Department, Counter-Party
Execution Date, Expiration Date, Termination Date
Contract Owner, Renewal Date, Governing Law
Organizational Ownership
Which fields show here is configured per tenant, so you may see more or fewer. To edit any of them, click the pencil icon in the header to open the Edit Contract drawer. See Edit contract metadata.
Stage tracker
A horizontal pill row across the bottom of the identity card showing the contract’s progress through the stage pipeline:
Stage tracker
Stages from left to right: Request → Draft → Due Diligence → Review → Approval → Signature → Executed. Completed and current stages are filled green; future stages are grey. The current stage gets a slightly larger ring. The trailing … icon on the far right opens the stage-update menu when you have permission to advance the contract.
The stage is independent of the contract’s Status (Pending, Active, Expired, etc.) and progresses through workflow steps, manual updates, or Bulk Data Extraction.
Related Documents panel
A list of every uploaded document version attached to this contract. Each row shows:
Document icon keyed to file type (DOCX, PDF, XLSX, image)
File name and document type (e.g., Non-Disclosure Agreement (NDA))
A small action area on the right with quick controls
Click any document row to open the document viewer drawer — a full-width slide-out that takes over most of the screen. That viewer is its own deep area with its own properties panel and Options menu; see the Documents sub-folder for the full walkthrough.
How to do things with documents from here:
Upload a document version
Preview a document
Documents subfolder — overview
More Information panel
The right-hand sidebar. Lists every related record type with a count next to it:
More Information panel
People — every person related to this contract (signatories, points of contact, internal owners).
Organizations — every org related to this contract (counter-parties, internal departments, third parties).
Tasks — open and completed tasks attached to this contract.
Alerts — outstanding alerts (expirations, milestones).
Custom-object panels — any tenant-defined related types (in the screenshot above, FF Notes).
Each row shows the count and is clickable. Click a count or the row to drill into the related list. Counts respect your permissions — if you can’t read a related record, it isn’t included in the count. See Cross-cutting tips → Detail pages and the More Information panel.
How everything else layers on
Three patterns let CLX overlay action surfaces without taking you off the contract detail page:
The Options menu (and its submenus) — opens above the detail page, anchored to the Options button in the header. Selections either run an action immediately, open a drawer, or open a modal. See Options menu.
Edit drawers — the pencil icon, the + New Contract button on the list, and several related-record actions all open a slide-out drawer from the right edge with a form. See Cross-cutting tips → Add New drawers.
The document viewer drawer — clicking a document opens a wider, near-full-width drawer with the document on the left and a properties panel on the right. It has its own internal Options menu. See Documents — overview.
You can stack at most one drawer or modal at a time. Closing a drawer returns you to the contract detail page exactly as you left it.
Permissions on this area
The standard CLX permission flags that gate Contracts:
Read Contracts — required to see the area at all. Without it, the Contracts sidebar item is hidden.
Add Contracts — required to see the + New Contract button on the list and the Manual / Upload options.
Edit Contracts — required to use the pencil icon, the Edit Contract drawer, and several Options-menu items.
Archive Contracts — required to use Archive Contract in the Options menu.
Document Reprocess (often a separate flag) — required to see Reprocess Contract and Bulk Reprocess.
Workflow flags — required to see New Workflow / Workflow History.
Document Generation (premium) — required to see Generate Document.
E-Sign integration — required to see Send for e-Signature in the document viewer.
If a button or menu item is missing, see Cross-cutting tips → Permissions. Talk to your CLX admin if you think you should have access.
How to navigate the rest of this area
After this overview, the rest of the 03-contracts/ folder is laid out top-down by user task and then by sub-area:
01–10 (this folder) — the core how-tos, one per common end-user task.
options-menu/ — one doc per item in the contract-level Options menu.
documents/ — everything that happens after you click a document row, including the document viewer’s own Options menu.
If you’re new, read this overview first, then Browse the contracts list, then Open a contract. After that, jump around as questions arise.
Related references
Cross-cutting tips and patterns
Glossary
Navigation map