Documentation & Guides

Traverse Contract Library

Prerequisites

  • You are signed in and on the Dashboard.
  • You have at least one team selected and have navigated to Library.

Steps

  • 1. Navigate to Library: In the sidebar under Work Station, click Library (folder icon).
  • 2. Search agreements: In the search box at the top, type your search terms. Click Search.
  • 3. Reset the search: Clear the search field, then click Search.
  • 4. Switch view modes: Use the card and list icons to toggle between layouts.
  • 5. Adjust page size: In the page size dropdown, select how many items to display per page.
  • 6. Navigate pages: Click the Previous or Next buttons to move between pages.

Tips

  • Press Enter in the search box to quickly apply filters.
  • View mode and page size settings persist across sessions.

Watch The Guide