Analyze's bulk upload feature gives you the ability to upload up to 200 new agreements at a time.
To upload in bulk, go to the Agreements page, click “Add Agreement” and then “Bulk Upload.”
You can then choose how you want Types and Tags set for the agreements you’re uploading.
Types and Tags help you organize and maintain your contract database, making it easy to filter agreements and create custom reports.
You can use our Smart Admin feature to automatically organize and rename your contracts based on extracted information by choosing the first option, "Upload without setting Types and Tags." Or, you can manually apply types and tags to agreements individually or through a CSV by choosing the second or third option.
If you would like to learn about Analyze's bulk upload, watch this short feature video.