The contract import experience has been redesigned to:
Let you review files before importing
Enable contract type assignment during import (not after)
Offer AI-powered tagging for faster processing
Provide flexibility to skip steps when speed matters
Previously, importing contracts into the Repository was time-consuming and rigid. Users had to:
Upload files or folders without visibility into what was being imported
Manually tag contracts after import
Spend extra time organizing contracts before extracting value
This created unnecessary friction—especially when handling large volumes of documents.
The new import flow solves this by giving you:
Control — Choose how contracts are categorized
Speed — Skip steps when needed
Clarity — See exactly what you’re importing and how it will be processed
How It Works
The updated import process is split into two simple steps:
Step 1: Review
Before importing, you can review all files:
Each file appears as an individual row with:
File name
File count
Option to remove
Folder uploads appear as a single row (flattened view)
No nested expansion or per-file metadata
Important Notes:
Only PDF files are supported
Non-PDF files are automatically skipped
Password-protected PDFs:
Will be assigned a contract type
Will not undergo key term extraction
Step 2: Assign a Contract Type
Choose how contract types are assigned during import:
1. Let AI Assign (Recommended)
Automatically classifies each contract
Works even for mixed contract types in a single upload
Uses intelligent tagging for accuracy and speed
Hidden if AI is disabled at the organization level
2. Select Manually
Choose a contract type from a dropdown
View a preview of key terms that will be extracted
Gives full visibility into how contracts will be structured
3. Assign Later
Skip contract type assignment during import
Add contract types later from the Repository
Mirrors the previous workflow
What’s Next
We’re actively working on:
Custom Contract Types
Custom Key Terms
Once available, you’ll be able to:
Create and assign your own contract types during import
Define custom key terms for extraction
This will further enhance flexibility and customization in the import process.