Once your contracts are tagged with metadata, the real power kicks in through the Overview section in BoloSign. This is where you stop searching and start filtering. You can instantly slice through hundreds of contracts using metadata fields, then save those views so the info you care about is always one click away.

Whether you're tracking expirations, department-specific documents, or contract status, BoloSign’s Overview gives you a live, customizable control panel.

Inside the Overview section, you can filter documents using these tags and even create multiple saved views tailored to your team’s needs, like tracking upcoming renewals, viewing all pending approvals, or isolating vendor agreements by department. It’s simple, flexible, and built to help teams stay organized, proactive, and in control.

In the Overview tab, they can now:

No more hunting through folders or opening PDFs.

Let’s say the Legal Head wants a weekly view of:

They create a Saved View called “Upcoming NDA Renewals (Legal)”—and revisit it any time with one click.

Please view this article to know how to create and allocate meta tags to your contract: https://help.boloforms.com/en/articles/11855712-how-to-edit-your-contracts-and-tag-the-clm-metadata
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1. Click on Overview

2. You can use the filters to find the required contracts from the database.

3. Just search for the desired value.

4. You can add more filters by clicking on the More filters option.

5. Finally, save it as a new view.

6. Give a desired name to your view.

7. Click on Create View

8. You'll be able to find the view under the overview section.

9. You can click on the view you created to see all the documents that would match those filters.

1. What’s the Overview section used for?
The Overview section gives you a dashboard-style view of all your documents. You can use filters to search by metadata and even save views for quick access later.

2. Can I create different views for different teams?
Yes. You can set filters, like “All NDAs owned by the Legal team” or “Contracts expiring this month”—and save them as custom views for anyone to revisit anytime.

3. How do filters work?
You can apply filters using any metadata field. For example, you can filter to show only “Executed NDAs” or “Contracts expiring in the next 30 days.”

4. Can I save filtered views?
Yes. Once you apply your filters, you can save the setup as a custom view—so you don’t have to reapply filters each time.

5. Who can access my saved views?
Saved views are personal by default, but you can also share them with your team if needed, depending on your access settings.

At the end of the day, managing contracts shouldn’t feel like a chore. With BoloSign’s metadata and overview features, you don’t have to waste time hunting for files or second-guessing where things stand. You can just filter, sort, and instantly see what matters—like what’s about to expire, what’s still pending, or which contracts belong to which teams. It’s a simple way to stay organized and stay ahead, without the chaos.