Tagd's search feature makes it easy to find and work with contracts – even as the number grows.
To open the search function, click "Search" in the main menu.
In the search box, you can combine several filters at the same time to find the right contract
Filtering options
You can filter contracts based on:
Title (heading)
Contract owner
Counterparty
Type of contract
Terms (e.g. ongoing, fixed, auto-renew)
Tags
Status (e.g. not registered, done, finished)
Date range (e.g. start or end date)
Sorting
In the search results, you can sort contracts in alphabetical order on different fields.
Save searches
When you've applied a filter you can click "Save" to create a favorite filter. Your favorite filter shows up on the home page and it's dynamic – it updates automatically when new agreements match your filter
Quick Actions
When you select one or more agreements in the search results you'll get access to quick actions.
Available actions:
Change contract owner: Moves ownership from one person to another (including details and responsibilities)
Change permissions: Apply new access rights for the selected contracts
Move contract: Place the contracts in a new folder
(Coming soon): Export contracts and metadata: This feature is coming soon, but you can already contact support to get the file manually