01
Bring PDF and Word agreements together
Batch import supports up to 500 PDF or DOCX agreements per batch. You can bring existing signed agreements into the process rather than retyping each contract from scratch.
Choose the documents you intend to manage, including ZIP batches where supported by the import flow. Keep your source folder organized while processing. Each imported contract record retains its original document so the team can return to the source.
02
Let extraction prepare the first pass
AI can identify a contract type and extract proposed details such as company names, key dates, and terms. The process can also surface obligations with source wording and suggested relationships between agreements.
Treat those results as a starting point for review. Check whether a date is an effective date, expiration, renewal, or notice deadline. Confirm which party must perform an obligation and whether a proposed parent agreement is the correct one.
03
Review the exceptions before relying on the record
A portfolio is useful when the details are trustworthy. Follow the import progress and review queue to see which items need attention. Duplicate checks help flag repeated documents, while errors need inspection rather than silent acceptance.
Document volume, readability, and contract complexity affect processing time and the work required afterward. Check the saved record against the original, resolve unclear fields, and correct any extraction that does not reflect the document.
04
Set the next steps, not just the filing location
After review, assign responsible people and configure reminders around the dates you need to act on. Use contract-type alert templates where they fit, then check the individual agreement for exceptions.
Keep amendments, addenda, statements of work, and supporting files connected to the relevant agreement. The goal is a portfolio your team can use for decisions, renewals, and ongoing commitments—not simply a new place to store the same files.
A FEW USEFUL ANSWERS
Questions before you start?
How many contracts can I import?
The batch import flow supports up to 500 PDF or DOCX documents per batch. Check your subscription’s contract allowance on the pricing page.
Will the original agreement remain attached?
Yes. The original document stays with the imported contract record so your team can inspect the source.
Is extracted data automatically trustworthy?
Review proposed details, dates, obligations, and links before relying on them. Readability and contract complexity affect the review needed.