Chapter 4: Bulk Upload Contracts

You can bulk upload contracts along with lines and attachments from the Contract workbench page.

11. On the Contract Workbench page, click Bulk Upload Contracts.

12. You can bulk upload the Contract using following methods: 

• Using Minerva

• Using Template

4.1 Using Minerva

1. On the top right corner of the Bulk Upload Contract page, select the Using Minerva option.

2. The AI Extraction page is displayed.

3. Enter the details in the Batch Details section and click Browse to upload the file.

4. Click Process. A message is displayed that the application will start the initiating batch process.

5. It will be redirected to Bulk Upload Contract page.

6. After the AI extraction is completed, the document status changes from Processing to Review Pending.

7. Clicking on the Batch Number redirects you to the extraction page, where you can review and accept the extracted data from the contract. 

8. By clicking the Document Name redirects you to the new screen where you can view and review the document.

9. Make the required changes and then click Accept.

10. It will be redirected to AI Extraction page and the status of document changes to Accepted.

11. Click Create Contract then the AI will start initiating new contract.

12. The new contract is created and displayed in the Bulk Upload Contract page.

4.2 Using Template

1. On the top right corner select the Using Template option.

2. The Contract Bulk Upload page is displayed.

3. Enter the details in Batch Basic Details section.

4. Select the applicable checkbox in the section for which you’d like to upload files.

5. Click on hyperlink to download the contract metadata template and then click Upload Contracts. Similarly, you can download and upload for the attachments and lines.

6. The Upload Contracts slider window is displayed.

7. Click Browse to locate the file and then click Done.

8. You will be redirected to the Contract Bulk Upload page, and you can view all the upload logs and then click Process.

9. The upload Contract documents are displayed under the Bulk Upload Contracts tab. Once the document status is completed you can view under the Contract.

10. The newly created Contracts are created and displayed under the Contract workbench.

11. However, you can also update the Business Unit, Is Perpetual, and Team Members fields in the multiple Contract documents using the bulk upload utility via a template.