Upload a single PDF contract

This article describes how to upload a single PDF contract into Productiv, for processing by Productiv personnel.

____________

You can upload a single contract PDF file from either the Contracts home page or the App contracts page. 

In the Contracts home page, the New Contract button is located at the upper right corner of the page.

In the App contracts page, the New Contract button is located in the upper right corner of the app page Contracts tab's Contract details section.

To begin, find theNew Contractbutton on either the Contracts home page or the App contracts page. 

(1). In the Contracts home page, theNew Contractbutton is located at the upper right corner of the page.

(2). In the App contracts page, the New Contract button is located in the upper right corner of the app page Contracts tab's Contract details section.

Procedure

(1) Click New Contract. Productiv displays the Load New Contract modal.

(2) To upload a PDF contract file, click Upload. Prouctiv displays the first Upload contract documents modal.

(3) Fill out the modal and click Browse file... .Navigate to the PDF file you want to upload, and click Open. The document is queued for uploading.

(4) Click Next.

Productiv asks you to specify whether or not this contract fully replaces an existing contract.

(5) Click Yes or No.
If you click Yes, Productiv notes that uploading this new contract will clear any auto-renewals for the old contract and stop all notifications for the old contract, for everyone who was subscribed to those notifications.

(6) Click Finish.

A timer spins at the top of the Finish button while the contract is uploading. When it is finished, a confirmation message flashes on the screen.

You can find your uploaded contract in the Documents section of your app's Contracts tab, with the status Processing.