Skip to content

Commit

Permalink
Update agreements-import-agreement.md
Browse files Browse the repository at this point in the history
Updated to include bulk import'
  • Loading branch information
rk-menon authored Jan 23, 2025
1 parent 3d59142 commit 1d528db
Showing 1 changed file with 42 additions and 10 deletions.
52 changes: 42 additions & 10 deletions microsoft-365/syntex/solutions/agreements-import-agreement.md
Original file line number Diff line number Diff line change
Expand Up @@ -18,38 +18,70 @@ ROBOTS: NOINDEX, NOFOLLOW
description: Learn how to import an agreement in the SharePoint Agreements solution.
---

# Import an agreement in SharePoint Agreements
# Import signed agreements in SharePoint Agreements

You can add existing agreements by uploading signed documents. Select a file to be imported as a signed agreement. Details about the agreement will be automatically detected after you save.
You can add existing agreements by uploading signed documents. Select a file or mulitple files to be imported as signed agreements. Details about the agreements will be automatically detected after you save.

> [!NOTE]
> To import scanned PDF files and extract data from them, you need to enable the [OCR pay-as-you-go service](/microsoft-365/syntex/ocr-overview).
To import an agreement, follow these steps:
To import agreements, follow these steps:

1. From the Agreements app in Microsoft Teams, start an import by using either of these two methods.

- On the **Home** tab, select the **Import an agreement** card.
- On the **Home** tab, select the **Import a agreements** card.

- On the **Agreements** tab, select the **Import** button.
- On the **Agreements** tab, select the **Import** button and select **Import signed agreements**.

2. On the **Import signed agreements** page, browse to and pick the file that you want to import. The file must be a PDF.
2. On the **Import signed agreements** dialog, browse to and pick the file or files that you want to import. The files must be a PDF.

![A screenshot of Import signed agreements page.](../../media/content-understanding/agreements-import-dialog.png)

3. Choose the workspace where the agreement should be stored, and then pick the category to which the agreement belongs.
3. Choose the workspace where the agreements should be stored, and then pick the category to which the agreements belongs.

4. Select **Next** to process the file and detect fields.
4. Select **Next** to process the files and detect fields.

5. Once processing is complete, review the extracted values and confirm if they're correct. If a field isn't applicable, leave it blank.
> [!NOTE]
> You can either import a single signed agreements, or import multiple agreements in bulk. Depending on the number of files you imported, the experience to review the detected changes differ.
## Review detected details for a single imported agreement
1. Once processing is complete, review the extracted values and confirm if they're correct. If a field isn't applicable, leave it blank.

![A screenshot of the agreement page showing the Confirm fields panel.](../../media/content-understanding/agreements-import-fields.png)

> [!NOTE]
> The values in the fields can't be changed later.
6. Select **Save** to confirm the import. The imported agreement will be visible in the list of agreements.
2. Select **Save** to confirm the import. The imported agreement will be visible in the list of agreements.

> [!NOTE]
> It might take a few hours for the new agreement to be indexed and show up in the list of agreements.
<br>

## Review detected details for a multiple imported agreement
If you imported mulitple agreements, details about the agreements will be detected in the background. This process may take time, and you can come back to review the detected details.

1. To see the list of agreements pending your confirmation, go to the **Agreements** tab, select the **Import** button and select **Review pending imports**.
![A screenshot of Agreements app showing the pending imports page with one file.](../../media/content-understanding/agreements-pendingImport.png)

3. The **Pending imports** page will open and show you the list of all imported agreements that are pending your review.

4. There are three possible states for each pending import:
---
|Status |Description |
|---------|---------|
|Processing |The file is still being processed. Check back later. |
|Action needed |Details have been detected, and user action is needed for a few mandatory fields. |
|Ready to confirm |All details have been detected, the file is ready to be reviewed & confirmed. |
---
4. For files that are ready to confirm, you can either preview the file by clicking on the file, or select the file and confirm the values with the Confirm button on the action bar. You can confirm multiple files in the ready to confirm status at once.

5. For files that are in *Action needed* status, click on the file to preview the file and provide values for mandatory fields. Once all mandatory fields have been set, you can confirm the file.
> [!NOTE]
> The values in the fields can't be changed later.
6. You can also delete files from the pending imports page. Deleting a file will remove it from the workspace.
> [!NOTE]
> It might take a few hours for the new agreement to be indexed and show up in the list of agreements.
Expand Down

0 comments on commit 1d528db

Please sign in to comment.