This article describes the many ways to load contract data into Productiv, using Productiv's contract editing and bulk upload tools.
____________
Productiv insights draw heavily from your company's uploaded contract data. In order to make uploading contract data as easy as possible, we offer several ways for users with appropriate privileges to do it:
| How? | Start here | |
| Input contract data directly into Productiv | Click New Contract from either the Contracts home page or the App contracts page | Contracts home page App contracts page |
| Correct/update the details of a single contract | Click the contract number to display contract details, then click the Edit button to open the contract editor | App contracts page |
| Upload a single contract |
Click New Contract from either the Contracts home page or the App contracts page |
Contracts home page App contracts page |
| Upload a number of contracts at the same time (in bulk) |
Connect a contract repository to Productiv, such as Box or Sage Intaact Click Settings in the Productiv Nav bar, then scroll to the Bulk upload app data section
|
Connector Library Contracts section Settings page, Bulk upload app data section |
For details about how to perform each of these operations, Read more.
Comments
0 comments
Please sign in to leave a comment.