Using Search and Filters
Master DealView's powerful search and filtering capabilities to find any contract instantly.
DealView offers powerful search capabilities to help you find contracts quickly.
Quick Search
The search bar at the top of the page searches across:
- Contract title and filename
- Party names (companies, vendors, customers)
- Extracted text content
- Custom tags
Simply type your query and press Enter.
Natural Language Search
DealView understands natural language queries. Try searches like:
- "NDAs expiring this quarter"
- "contracts with Acme Corp over $50,000"
- "high risk vendor agreements from 2025"
- "MSAs with auto-renewal clauses"
Natural language search uses AI to interpret your intent and translate it into precise filters.
Advanced Filters
Click the Filters button to access 70+ filter options:
Date Filters
- Effective date (start date)
- Expiration date (end date)
- Renewal date
- Last modified date
Contract Properties
- Contract type (NDA, MSA, SOW, etc.)
- Status (Active, Pending, Expiring Soon, Expired)
- Value range
- Risk score
Parties
- Company name
- Customer name
- Vendor name
- Party role
Compliance & Terms
- Governing law
- Jurisdiction
- Payment terms
- Termination provisions
Using Multiple Filters
Filters can be combined for precise results:
- Open the Filters panel
- Set your first filter (e.g., Contract Type = "NDA")
- Add additional filters (e.g., Status = "Expiring Soon")
- Results update in real-time
Multiple filters use AND logic. A contract must match ALL active filters to appear in results.
Saving Searches
Save frequently used filter combinations:
- Set up your filters
- Click Save Search
- Name your saved search
- Access it from the Saved Searches dropdown
Saved searches sync across your devices and can be shared with team members.
Keyboard Shortcuts
Speed up your workflow:
| Shortcut | Action |
|---|---|
Cmd/Ctrl + K | Open global search |
Cmd/Ctrl + F | Focus search box |
Escape | Clear current search |
Enter | Execute search |
Exporting Search Results
Export filtered results:
- Apply your filters
- Click Export in the toolbar
- Choose format (PDF or Excel)
- Download the filtered list
Tips for Better Search
- Use specific terms - "software license" beats "contract"
- Try party names - Search for company names directly
- Use date filters - Narrow by timeframe first
- Check spelling - AI handles some typos, but accuracy helps
- Reset filters - Click "Clear All" to start fresh