Getting started

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Now, you can upload your contract files, and our AI will intelligently extract key information in just seconds. Simply upload your files, and Productiv AI will immediately analyze and extract key contract information including renewal dates, licenses, and more!
 

Uploading files

  • If you have a contract connector enabled such as Ironclad, all new contracts flowing through that connector will automatically be run through the Smart Import functionality.
  • If you would like to upload a contract manually, you will now see a new option to select Smart Upload after clicking Upload Contract. Selecting this option will allow you to upload several files at once for ingestion.

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  • You will then see that the files are being analyzed like the screenshot below. This process can take anywhere from 1 to 5 minutes per file depending on the length and complexity of the contract.

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Once analyzed, your files will be assigned one of the following statuses: Ready for review, Draft.

 

Import statuses

Status Description
image.png A file in “Analyzing” is currently being processed by Productiv’s contract ingestion.
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A file in "Ready for Review" indicates that:
  • All necessary info to create a contract has been successfully extracted.
  • The contract is live and appearing in the app portfolio and contracts pages.
  • Once you review and confirm the extracted data, the contract will transition to a "Reviewed" status.

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A file in "Draft" indicates that:
  • Not all essential information could be extracted by AI. Likely because the data did not exist in the file such as a contract start date.
  • You will need to manually fill in the missing fields to complete the contract and proceed with its import.
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A file in “Reviewed” indicates that:
  • A file that was in ‘Draft’ or ‘Ready for review’ was reviewed by a user.
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A file in “Failed” indicates that:
  • A technical issue prevented the AI from processing the contract.
  • You can try processing it again by clicking "Retry".
  • If the file still won't process, please wait a few minutes and try again.
Import statuses
 
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