Contracts – Advanced Contract Data View

DiliTrust CLM now introduces a consolidated data view for contracts. Instead of browsing each document individually, legal professionals and contract managers can access all key contract data — across the main contract, its amendments, and appendixes — in a single, unified overview.

✅ Introduction

A contract is rarely just one document. It is typically made up of a main agreement plus multiple amendments and appendixes, each with their own attributes and summary sheets. Until now, accessing a complete picture of a contract's data required opening each document separately and manually piecing together the information.

With the Advanced Contract Data View, you get a consolidated, structured overview of all contract data across the entire contract bundle — saving time and reducing the risk of missing critical information.

✋ Prerequisites / Getting Started

• You must have contributor or manager access to DiliTrust CLM.
• Contracts must include linked amendments or appendixes for the consolidated view to display multi-document data.

⭐ Step-by-Step Guide

1. Open a contract in DiliTrust CLM.
2. Navigate to the new Contract Data or Advanced Data tab within the contract view.
3. The consolidated view displays all attributes from the main contract, its amendments, and appendixes in a single table or structured layout.
4. Use the filters or sorting options to focus on the data most relevant to your needs (e.g., sort by document type, date, or specific attributes).
5. Export the data if needed for reporting or external review.

✨ Tips & Best Practices

• Use this view for complex contracts: The Advanced Data View is especially valuable for contracts with many amendments — it replaces the need to open each document one by one.
• Cross-reference amendments quickly: Compare attribute values across the main contract and its amendments side by side to spot changes at a glance.
• Combine with the grid view: Use the contract grid for portfolio-level analysis and the Advanced Data View for deep dives into specific contract bundles.

❌ Limitations & Known Constraints

• The Advanced Data View aggregates attributes defined in the summary sheets. If a document does not have a summary sheet configured, its data will not appear in the consolidated view.
• The view currently applies to contracts linked by a Contract–Amendment or Contract–Appendix relationship type.

❓ FAQ

Which documents are included in the consolidated view?

The view includes the main contract plus all linked amendments and appendixes that share the contract bundle.

Can I export the consolidated contract data?

Export options are available depending on your CLM configuration. Check the export button within the Advanced Data View.

Does this replace the existing summary sheet?

No. The Advanced Data View is a new, complementary way to access consolidated data. Individual summary sheets remain available as before.