The automated template feature will not only automatically generate the designated contracts but also automatically share it with the corresponding parties. The contracts will appear directly as in "Negotiation" status. If no third parties are added to the contracts, then the contract will reflect an "Approval" status.
Go to the "..." (more actions) button on the top right of the contract page and click "Download Excel Template".
Open the excel file and fill in the data in the corresponding column.
Note: To include several email addresses or tags for the same contract, separate them using a "comma" (and not a "semicolon") in the corresponding columns.
Click on the red "Use" button in the top right corner of the automated template.
Click on "Browse" and select the completed excel document.
Click on the blue "Create Contracts" button in the bottom right corner.
The contracts will now appear in the contract library.
1. Do not change column titles in the automated template excel file. The file will not upload to the system.
2. Adding several parties to a field in the excel file will only work if you use a comma to separate the data.