Consolidated View

What Is Consolidated View?

When you open the Contracts section of your Knowledge Center, you'll notice a toggle in the upper right corner of the table labeled Consolidated view. When this toggle is switched on (shown in blue), it fundamentally changes how your contract library is organized — transforming a flat list of individual documents into a structured, hierarchical view that groups related documents together under their parent agreement.

The Problem It Solves

In a busy legal library, a single commercial relationship rarely lives in a single document. A Master Services Agreement might be accompanied by two or three amendments signed over the years, a Data Processing Agreement, and several Order Forms issued under the original contract. In the standard (non-consolidated) view, all of these documents appear as separate rows with no visible connection to one another. Finding every document associated with a particular counterparty means manually scanning — or filtering — across the full list.

The Consolidated view solves this by surfacing the structure that already exists in your contracts. Parent agreements appear as top-level rows, and any related documents — amendments, order forms, DPAs, and other instruments issued under the parent — are nested beneath them. One click on the chevron arrow next to a parent row reveals the full document family. Each nested row is labelled with its relationship type (e.g., Amendment, Issue Under), so you immediately understand how the document relates to the parent, without needing to open it. All standard columns — Document Type, Counter Party Name, Effective Date, Jurisdiction — remain visible for each child document, so no detail is sacrificed for the sake of structure.

How to Turn It On (and Off)

The toggle lives at the top right of your Contracts table, just above the column headers. Click it to switch between the two views at any time — the table updates instantly. When the toggle is blue, Consolidated view is active. When it is grey, you are back in the flat, standard view.

What Changes Between the Two Views

Switching to Consolidated view does more than rearrange rows. Because related documents are now rolled up under their parent, the total row count in the table is lower than in the standard view — documents you would otherwise see individually are tucked inside their parent group until you expand them. You can expand as many or as few groups as you like, letting you focus on one counterparty's full contract history while keeping everything else collapsed and tidy.

The standard view, on the other hand, remains useful when you want to work across all documents indiscriminately — for example, running a bulk export, comparing effective dates across unrelated agreements, or using filters that span the full library without regard for parent-child relationships.