Contract Followers

CLM
End Users
All Users

Product Area: Home page, Contract Repository

Impact of the Change: New Feature

Roles Impacted: All users

Description:

The homepage contract widget just got a lot more useful. Previously, the widget showed "Contracts owned by [You]" - which meant anyone who wasn't a contract creator (approvers, signatories, reviewers, collaborators) saw an empty widget. More than half of our users fell into this bucket. The widget was essentially invisible to them.

We've replaced ownership-based filtering with a Followers system. You become a follower of a contract automatically when you have any meaningful interaction with it — creating it, getting assigned, approving, signing, commenting, or being mentioned. Followed contracts now populate your homepage widget, making it relevant for every user type.

What's changing:

  • Home page contract widget will start showing contract you follow (instead NOT show the contracts owned by you, i.e. where you are the business user)
  • User dropdown and time filter removed — relevance drives what you see, not filters
  • "Contracts You're Following" system view added to the Repository for full search, filter, and sort access

What's NOT changing:

Followers of a contract will NOT receive any extra notifications. They'll only receive the relevant notifications that they used to receive earlier.

How you become a follower:

  • Users are automatically added as follower when they: create a contract, get assigned (as BU, reviewer, approver, or signatory), comment, get mentioned, edit content, send for review or signature, or respond via email.
  • Users can also manually start following any contract they have access to.

How to un-following:

From the contract details page, users can manually opt out. You stop following a contract if access is revoked or the user is deactivated.

Resources:

help center article

How to Enable: Will be rolled out to all customers gradually