Monax Help Center

Monax Help Center

Section title

Managing Agreements on Monax

Filtering your Agreements

The agreements list screen allows you to quickly search for specific agreements. It allows for field based and fuzzy searching in the prominent search bar at the top of the screen.

Fuzzy searching means you can put in part of a word and that will match against the title of agreements. In addition, field based searching allows you to search for agreements based on specific criteria you establish. This criteria may be added together into a long search with each additional field narrowing the search further.

You can use the following fields to search:

  • Title: the title field is the default field, but you can also use it in complex queries. Example: title:NDA will retrieve all of your agreements with the text NDA in the title. Not if you only wanted to search for the title field then you do not need to add title into the search bar. Just add what you are searching for.
  • Team: the team field will retrieve all of your agreements for a specific team. Example: if you would like to retrieve all of your agreements made under the Sales team then you would add team:Sales to the search bar. status: the status field will retrieve all of your agreements that are in a specific status (this can be found in the colored tabs used on the screen). Example: if you would like to retrieve all of your agreements that are in the Canceled state you would add status:canceled to the search bar.
  • Effective: the effective field will retrieve all of your agreements that became effective before (or after) a certain date. Example: if you would like to retrieve all of your agreements that were effective before 2021 started you would add effective < January 1, 2021 to the search bar. If you would like to retrieve all of your agreements that were effective after 2021 started you would add effective> January 1, 2021 to the search bar. One point of note is that dates fields searching is inclusive. Meaning that >January 1, 2021 will also include January 1. expiration the expiration field will retrieve all of your agreements that have or will expire before (or after) a certain date. Example: if you would like to retrieve all of your agreements that expired before 2021 started you would add expiration<January 1, 2021 to the search bar. If you would like to retrieve all of your agreements that expired after 2021 started you would add expiration>January 1, 2021 to the search bar. One point of note is that dates fields searching is inclusive. Meaning that >January 1, 2021 will also include January 1.
  • Renewal: the renewal field will retrieve all of your agreements that have or will renew before (or after) a certain date. Example: if you would like to retrieve all of your agreements that renewed before 2021 started you would add renewal<January 1, 2021 to the search bar. If you would like to retrieve all of your agreements that will renew after 2021 started you would add renewal>January 1, 2021 to the search bar. One point of note is that dates fields searching is inclusive. Meaning that >January 1, 2021 will also include January 1.

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