---
title: "Agreements (Documents)"
canonical: "https://knowledgebase.leasectrl.com/space/LC2/1750925483/Agreements%20(Documents)"
format: markdown
---
# Agreements (Documents)

## This guide provides essential instructions for effectively managing documents within the Agreements section. It covers key tasks such as adding, filtering, editing, grouping, and deleting documents, ensuring users can navigate and customize their document management efficiently. By following this guide, users will enhance their organizational skills and streamline their workflow, making it a valuable resource for anyone looking to optimize document handling.

# Add Document


### Adding a New Document

Navigate to the **Agreements (Documents)** section.

Click the **New** button to create a new document.

Enter data for all the required fields (Got an asterisk next to it).

Enter data for the optional fields if you need to.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://aec8d34b-5a22-4574-8a69-a61bfa3f5435)

# Filtering Documents


### Filtering Documents

Go to the **Agreements** (**Documents)** section.

Click the **Filter** icon to open the filter menu.

Use the **search box** at the top to filter options by typing keywords.

By default, all options are selected.

To exclude all options, **untick the *****Select All*** checkbox.

To include all options again, **tick the *****Select All*** checkbox.

You can also manually tick or untick specific options as needed.

Once you've made your selections, click **Apply** to filter the documents list.

![image](media://ea77d1d9-d978-4c4c-a8ae-2d43b14182c4)

# Documents Columns


### Hiding Document Columns

Go to the **Agreements (Documents)** section.

Click the **Columns** button to manage which columns are displayed in the documents grid.

Untick the checkboxes next to the column names you want to hide.

For example: **Description**, **Document**, **Document Type**.

Alternatively, click the **three dots menu** (located next to the Filter icon) for more column visibility options.

Tick or untick the checkboxes to show or hide specific document columns.  
*Changes take effect immediately. You can always re-enable hidden columns using the same steps.*

![image](media://cc480944-5f36-4a17-a498-b15698ced53d)

# Edit Documents


### Editing Documents

Go to the **Agreements (Documents)** section.

Click the **Settings** (gear) icon next to the document record you want to edit.

Select **Edit** from the dropdown menu.

Make the necessary updates to any of the document fields.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://4f277b02-afe1-43f6-99ba-ffcb835666df)

# Grouping Documents


### Grouping Documents by Column

Go to the **Agreements (Documents)** section.

Locate the **grouping bar** at the top of the grid—it says *“Drag here to set row groups.”*

Click and **drag the column header** (e.g., **Description**, **Document Type**, or **Document**) or any column you want to group into the grouping bar.

The grid will automatically group your documents by the selected column.

💡 *You can group by multiple columns by dragging more headers into the bar. To remove a group, simply click the “X” on the grouped column name.*

![image](media://ffffd0e6-5e54-4f24-bb13-b7a67b29e33e)

# Delete Document


### Deleting a Document

Navigate to the **Agreements (Documents)** section.

Click the **Settings** (gear) icon next to the document record you want to remove.

Select **Delete** from the dropdown menu.

When prompted, click **Yes** to confirm the deletion.

![image](media://e025e947-1e4f-4839-9720-3b8c9eb887e8)