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Function documentationMaster Agreement List Locate this document in the navigation structure

 

On the Master Agreement List page, you can:

  • View and search master agreements

  • Create or edit a master agreement or template

  • Export a master agreement list to a CSV file or to a PDF file

You can access the following queries from the Master Agreement List page:

Option

Description

Search Master Agreements

Displays a list of all master agreements. Narrow your results by entering various search criteria.

My Agreements and Contract Documents

Displays a list of all master agreements and contract documents for which you are an owner or collaborator. You can filter your search results using the criterion Only agreements I own

Search Master Agreements and Agreements

Find specific master agreements by a number of attributes.

Search Master Agreement Templates

Displays a list of all master agreement templates. .

My Master Agreements and Agreements Requiring Attention

Displays a list of all master agreements and subagreements for which you are an owner or collaborator that have tasks or milestones requiring attention. You can filter your search results using the following criteria:

  • Only agreements I own

  • Planned Expiration Date for Item(s) Occurs within

  • Expiration Date Occurs within (Days)

My Master Agreements and Agreements - Canceled or Closed

Displays a list of master agreements and subagreements for which you are an owner or collaborator that have been canceled or closed. You can filter your search results using the criterion Only agreements I own

Search Master Agreements and Agreements - Canceled or Closed

Find specific master agreements that have been canceled or closed. You can filter your search results using the following criteria:

  • Agreement Name

  • Supplier Name

  • Agreement Manager

  • Product Category

  • Company

  • Renewal Date After

  • Renewal Date Occurs within (days)

All Inactive Master Agreement Templates

View a list of all inactive master agreement templates.

Search My Master Agreements

Displays a list of all master agreements for which you are an owner or collaborator. Narrow your results by entering various search criteria.

Features

The Save Search As feature allows you to save the search criteria you select for reuse at a later time. You can also set a saved search as your default search criteria.