Upload contracts
Key terms extracted
Parties, effective and expiry dates, renewal and value.
Notices scheduled
Renewal and termination reminders set automatically.
Stored securely
Only your division can see these files.
Moving in a whole contract archive?
Bulk import a folder, its subfolders or a ZIP. We'll sort, de-duplicate and extract everything.
Email contracts to [email protected]
Attach the PDF and send it from the address you sign in with. It is filed in your default filing division (your admin sets it under Account > Users), or in General if none is set.
Bulk import
Bring in a folder, its subfolders, or a ZIP. Clear contracts file into your selected division with progress cards; associated docs stay for review when linking is needed.
- 1 Source
- 2 Review
- 3 File
Choose a folder or drop files here
Relative paths are kept. Contracts should be PDFs; other files stage as associated documents.
0 files
Ready
Review batch
Clear contracts auto-file after classify (see progress cards). Link associated docs here, then File remaining.
Choose linked contracts
Choose a folder or drop files here
The import starts as soon as you choose.
Importing to your division. Signed PDF agreements are filed as contracts; everything else is attached to the contract it belongs to.
Bulk import
Starting…
Working…
Contracts go through normal processing. Supporting documents are attached to their contracts once every contract is complete. You can leave this page.
Files
Each file is read and sorted: signed agreements move to Contracts, everything else to Supporting documents.
Contracts
Finished contracts appear under Contracts as they complete.
Supporting documents
| Document | Attached to | Status |
|---|
Choose a contract
PDF
| Select | Counterparty & contract | Effective | View | Why suggested |
|---|
Select at least one contract
