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Legal Operations Document Management Template for Dropbox Sign (formerly HelloSign)

Need a way to quickly search, sort review, comment on, link-to, or tag a teammate on some contract data?
Try out the Dropbox Sign (formerly HelloSign) Coda pack!

Using Coda’s “Detail” table view we can search any info string to quickly filter all contracts from you account.
Try using the search bar to filter by contract type, signee names and email, requester email, sent/received, status, or even keyword strings from the message you sent with the document for signing!
And be sure to try the “sort” feature as well. Rollover the Search View and look for the sort option in the upper right!
Search View
0
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Non Disclosure Agreement / Template
sent
Multiple Signee Contract
sent
Participant Release Form
sent
Demo-Agency T&Cs
sent
Demo-Agency T&Cs
sent
Sales Contract
sent
Consulting Agreement
sent
Agency Work Agreement
sent
Participant Release Form
sent
Employment Contract
sent
Web Build Contract
received
Participant Release Form
sent
Retainer for Services Agreement
sent
Non Disclosure Agreement / Template
sent
2 Contracts Combined
sent
Demo-Agency T&Cs
sent
Participant Release Form
sent
Non Disclosure Agreement / Template
sent
Non Disclosure Agreement / Template
Final Document
image.jpeg
Document Created
11/9/2022, 6:57 AM
Details Url
Sent or Received
sent
Status
complete
Signee Names
Emil Lamprecht
Signee Emails
emil@growth-mechanics.com
Subject
Non Disclosure Agreement / Template
Message
Hi there, please sign this non disclosure agreement so we can continue our talks in more detail.
Looking forward to working with you!
Warmest regards,
Demo Team

No special formulas here!
That’s right, this is just a native view within Coda. Though if your team has a sales CRM, or project management board, you could easily call this data from it. 😁
If you require any help setting up the details of this template, please reach out to and we’ll do everything we can!
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