Managing Contracts

Learn how to organize, search, edit, and delete your contracts in Renewly.

Organizing with Tags

Tags help you categorize and find contracts quickly:

• Add tags: Click "Add Tag" in contract details
• Suggested uses: Vendor names, departments, contract types
• Multiple tags: Add as many tags as needed per contract
• Filter by tag: Click a tag to see all contracts with that tag

Searching Contracts

Find contracts quickly using the search bar at the top of the Contracts page.

What You Can Search

• Party names: Search for vendors, clients, or contact names
• Contract values: Search by dollar amounts
• Dates: Search by expiration or effective dates
• Tags: Find contracts by tag name
• File names: Search by original uploaded file name

Search Features

• Live results: Results appear as you type (debounced for performance)
• Results counter: See how many contracts match your search
• Search across all fields: Searches party names, values, dates, tags simultaneously
• Case-insensitive: "acme" matches "Acme" and "ACME"

Advanced Filtering

Renewly provides powerful filtering to find exactly the contracts you need. Use multiple filters in combination to narrow results.

Filter Categories

Status Filter

• Active: Contracts currently in effect
• Expiring Soon: Contracts expiring within 30 days
• Expired: Contracts past their expiration date
• All: View all contracts regardless of status

Risk Level Filter

• Low: Minor concerns or standard clauses
• Medium: Moderate concerns requiring review
• High: Significant issues requiring immediate attention

Auto-Renewal Filter

• Auto-Renews: Contracts with automatic renewal clauses
• Manual: Contracts requiring manual renewal
• All: View all contracts regardless of renewal type

Contracts that auto-renew have a notice deadline — the last date you can cancel or renegotiate before being locked into another term. Use this filter to quickly identify which contracts need proactive attention before their notice deadlines pass.

Date Range Filter

• Custom Range: Choose specific start and end dates
• Last 30 Days: Contracts expiring in the past month
• Last 90 Days: Contracts expiring in the past quarter
• Next 30 Days: Contracts expiring in the next month
• Next 90 Days: Contracts expiring in the next quarter

Value Range Filter

• Filter contracts by minimum and maximum dollar value
• Useful for focusing on high-value renewals or budget planning
• Enter values in USD format

Requires Review Filter

• Contracts flagged for manual review
• Typically contracts with low confidence scores or unusual terms
• Review these contracts to ensure accuracy

Using Multiple Filters

Combine filters to narrow results and find specific contracts:

• Example: "High Risk" + "Expiring Soon" shows urgent contracts
• Active filters display as chips above the contract list
• Click "Clear Filters" to reset all filters at once
• Search works in combination with filters for precise results

Viewing Contract Details

Click any contract to view:

• All extracted data fields
• Original uploaded file (download option)
• Tags and metadata
• Confidence score
• Risk analysis

Understanding Status Badges

Each contract displays visual badges to help you quickly identify important information at a glance.

Expiration Status Badges

Color-coded badges with clock icons show expiration urgency:

• Red Badge: Contract is expired
• Amber Badge: Contract expiring within 30 days (urgent action required)
• Gray Badge: Contract expiration is 30+ days away

Status Indicators

Additional badges provide quick context:

• Active: Contract is currently in effect
• Expiring Soon: Less than 30 days until expiration
• Expired: Past the expiration date
• Auto-Renewal: Contract will automatically renew
• Requires Review: Flagged for manual attention (typically low confidence or unusual terms)

Editing Contracts

1. Open the contract details page
2. Click "Edit" button
3. Update any fields as needed
4. Click "Save" to commit changes

All fields can be edited, including automatically extracted data.

Deleting Contracts

To delete a contract:

1. Open the contract details page
2. Click "Delete" button
3. Confirm deletion in the modal

Bulk Operations

Perform actions on multiple contracts at once to save time.

Selecting Contracts

Select contracts for bulk operations:

• Individual selection: Click the checkbox next to each contract
• Select all: Use the "Select All" checkbox in the table header
• Selection counter: The number of selected contracts displays in the toolbar

Bulk Delete

Delete multiple contracts at once:

1. Select contracts using checkboxes
2. Click "Delete Selected" button in the toolbar
3. Review the list of contracts to be deleted in the confirmation modal
4. Type "DELETE" to confirm
5. Click "Delete Contracts" to complete

Bulk Tag Application

Apply tags to multiple contracts simultaneously:

1. Select contracts using checkboxes
2. Click "Add Tags" button in the toolbar
3. Enter or select tags to apply
4. Click "Apply" to add tags to all selected contracts

Existing tags on selected contracts will be preserved--only new tags are added.

CSV Export

Export contract data to CSV format:

• Export all: Click "Export to CSV" in the toolbar (no selection needed)
• Export selected: Select contracts, then click "Export Selected to CSV"
• Exported fields: Party names, renewal dates, payment terms, contract values, tags, status, risk severity
• File format: Standard CSV compatible with Excel, Google Sheets, and other spreadsheet applications

Keyboard Shortcuts

Speed up bulk operations with keyboard shortcuts:

• Ctrl/Cmd + A: Select all contracts
• Escape: Clear selection
• Shift + Click: Select range of contracts