Contracts Upload using PDF files

Introduction

The Contracts PDF Upload feature enables users to seamlessly upload contracts using PDF files, streamlining the document management process and enhancing productivity.


With this functionality, users can upload multiple contract documents directly and automatically add contracts based on the parsed information from the documents. This streamlined process saves time and effort compared to manually entering each contract individually. 


Once the PDF document is processed, users can review the draft and add/edit information, if necessary. Once the draft is reviewed, they can click on ‘Add Contract,’ which will make it available under the Contracts section.


This document provides a comprehensive overview of the Contracts PDF Upload feature and its functionality.


Contracts Upload Section

Navigate to the Licences > Uploads section to review all the uploaded documents. 


You will be able to see four columns in that section

  • File - the pdf file that was uploaded. You will be able to download the file using the download icon beside it    

  • Date - date on which the file is uploaded

  • Status - processing status of the file

  • Uploaded By - user who uploaded the file


Status of the Uploads

  • Pending - This indicates that Zluri AI is still processing the information uploaded

  • Review Draft - Zluri AI has successfully processed the information. You will need to review the draft information and click on ‘Add Contract’ to add the contract to the UI successfully.

  • Contract Added - The contract has been added under the Contracts section after the draft was reviewed and the user clicked on ‘Add contract.’


How to Upload the Contracts

  • Navigate to the Licences > Uploads section click Add and select ‘Upload PDF’ to open the interface.



  • Click on ‘Browse & Upload’ to browse the document from your system. You can also drag and drop files to upload them.


You can add up to 10 files in a single upload. Each file will be processed separately as an individual contract.


At present we support only English language files. Please note that the maximum file size that can be uploaded is 5 MB.



  • Once the file is selected, it will be uploaded to the server. You will be able to see a prompt on the Upload screen once the files are uploaded successfully. 


Click on ‘Submit’, and the document will be processed using Zluri AI processing. 


           

In case of any errors during the upload process, you will need to reinitiate the upload process.



  • During processing, the documents will be in ‘Pending’ Status. 


Once processed, the status will change to ‘Review Draft’ with an edit icon beside it.





You will receive an In-app notification once the draft is ready for review.




  • Click on the edit option (a pencil icon beside the ‘Review Draft’ status) to access the processed information. At this stage, you can add/edit the processed information as required.


The pdf document uploaded will automatically be added under the ‘Checklist’ section.


You will be able to edit the license information under the ‘License Details’ section.



  • Once the information is reviewed, click on the ‘Add Contract’ or ‘Save as Draft’ option, as per the requirements.



Clicking on ‘Save as Draft’ will not change any status on the Uploads screen. 


Clicking on ‘Add contract’ will add it as a new contract in the UI. You will be able to find it under the ‘Contracts’ section with the reviewed information.

The status of the document on the ‘Uploads’ screen will change to ‘Contract Added.’


Note: The contract is not added to the UI unless the draft is reviewed and the user clicks on the ‘Add Contract’ option.




  • If you click on the pdf document on the Uploads screen, it will redirect to the Contract UI and display the Contracts uploaded using the pdf document. 


You can review the contracts once they are added. 


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Contracts Upload using PDF files

Modified on Thu, 06 Jun 2024 at 03:56 PM

Introduction

The Contracts PDF Upload feature enables users to seamlessly upload contracts using PDF files, streamlining the document management process and enhancing productivity.


With this functionality, users can upload multiple contract documents directly and automatically add contracts based on the parsed information from the documents. This streamlined process saves time and effort compared to manually entering each contract individually. 


Once the PDF document is processed, users can review the draft and add/edit information, if necessary. Once the draft is reviewed, they can click on ‘Add Contract,’ which will make it available under the Contracts section.


This document provides a comprehensive overview of the Contracts PDF Upload feature and its functionality.


Contracts Upload Section

Navigate to the Licences > Uploads section to review all the uploaded documents. 


You will be able to see four columns in that section

  • File - the pdf file that was uploaded. You will be able to download the file using the download icon beside it    

  • Date - date on which the file is uploaded

  • Status - processing status of the file

  • Uploaded By - user who uploaded the file


Status of the Uploads

  • Pending - This indicates that Zluri AI is still processing the information uploaded

  • Review Draft - Zluri AI has successfully processed the information. You will need to review the draft information and click on ‘Add Contract’ to add the contract to the UI successfully.

  • Contract Added - The contract has been added under the Contracts section after the draft was reviewed and the user clicked on ‘Add contract.’


How to Upload the Contracts

  • Navigate to the Licences > Uploads section click Add and select ‘Upload PDF’ to open the interface.



  • Click on ‘Browse & Upload’ to browse the document from your system. You can also drag and drop files to upload them.


You can add up to 10 files in a single upload. Each file will be processed separately as an individual contract.


At present we support only English language files. Please note that the maximum file size that can be uploaded is 5 MB.



  • Once the file is selected, it will be uploaded to the server. You will be able to see a prompt on the Upload screen once the files are uploaded successfully. 


Click on ‘Submit’, and the document will be processed using Zluri AI processing. 


           

In case of any errors during the upload process, you will need to reinitiate the upload process.



  • During processing, the documents will be in ‘Pending’ Status. 


Once processed, the status will change to ‘Review Draft’ with an edit icon beside it.





You will receive an In-app notification once the draft is ready for review.




  • Click on the edit option (a pencil icon beside the ‘Review Draft’ status) to access the processed information. At this stage, you can add/edit the processed information as required.


The pdf document uploaded will automatically be added under the ‘Checklist’ section.


You will be able to edit the license information under the ‘License Details’ section.



  • Once the information is reviewed, click on the ‘Add Contract’ or ‘Save as Draft’ option, as per the requirements.



Clicking on ‘Save as Draft’ will not change any status on the Uploads screen. 


Clicking on ‘Add contract’ will add it as a new contract in the UI. You will be able to find it under the ‘Contracts’ section with the reviewed information.

The status of the document on the ‘Uploads’ screen will change to ‘Contract Added.’


Note: The contract is not added to the UI unless the draft is reviewed and the user clicks on the ‘Add Contract’ option.




  • If you click on the pdf document on the Uploads screen, it will redirect to the Contract UI and display the Contracts uploaded using the pdf document. 


You can review the contracts once they are added. 


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