Managing and Exporting the Contract Request List Screens
  • 29 Jan 2024
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Managing and Exporting the Contract Request List Screens

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Article summary

Managing & Exporting the Contract Request List Screens   

Searching Contract Requests: Managing & Exporting


Customize displayed Columns

To customize the columns displayed on the Contract Requests List screen, click Manage Columns on the side menu.


Manage Column on Side Menu of Request List
The Assign Columns to List screen displays where you can add Fields from the Contract Request Details screen to be displayed on the Contract Request List screen.

To add a field to the list, click the field name in the Available Columns box and click the Left Blue Arrow. The field is moved to the Assigned Columns box.

To remove a field from the list, click the field name in the Assigned Columns box and click the Red Right Arrow. The field is moved to the Available Columns box.

 
Manage Columns

Note: Changing the columns on the Pending Contract Requests screen will not affect the columns displayed on the Review Contract Requests screen, as they will need to be customized separately.



Exporting the Contract Request List Screens

On the Pending Contract Requests list screen, the list can be exported to Excel, Word, or PDF.

Export to Excel on Side Menu of Request List

 

 

 

 


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