Bulk upload contract data

If you have App Admin or Productiv Super Admin privileges, you can queue up to 200 PDF contracts at a time for uploading to, and processing by, Productiv Customer Operations.

The Current data source table at the top of the page shows all the contract data sources your company has connected to Productiv. This includes any contract connectors (e.g. Box, Coupa, Ironclad) as well as contracts that were uploaded manually to Productiv. Click on the “Files” button on the right side to see all files uploaded through that data source.

 

If your company needs to connect a contracts repository, the available contract connectors can be seen under the Add more data sources section. If you have at least App Admin privileges, click Configure on the tile for the desired repository and follow the instructions. If you don’t have permissions, you can click Invite a teammate to connect contract data.

If you want to upload your PDF contracts manually, scroll to Manually add contract details section, open the Instructions accordion to view guidelines, and then click the Upload contract documents... tile.

As the status of each individual contract data file updates to Processed, you can view the updated contract data in the app’s Contracts tab.

Contract data upload status

Column 1	Column 2
Processing	The contract is being processed by our ingestion team
Duplicate	This is a duplicate copy of a data file that has already been uploaded and ingested.
More information required	Customer Ops is awaiting more information about this data file.
Not a contract	This uploaded file is not a contract. (It may be a file containing non-contract information, such as an NDA or a DPA.)
Not a SaaS contract	This is not a contract for a Saas service or software.
No Response	A followup to the “More information required” message. No Response appears when the customer has not sent an email response to a request for more information for more than two weeks.
Processed	The contract has been fully ingested.

For a single contract, once the contract is uploaded it takes another day or two for Productiv to process the data and display it within the Productiv console. For details, see How long does contract ingestion take?