Contracts for Salesforce allows you to bulk upload documents to Contract Intelligence through the Intelligent Document Dashboard. 

Documents for bulk upload must be compressed into a .zip file before uploading. 


To bulk upload documents to Contract Intelligence

  1. From the Salesforce App Launcher, search for the Intelligent Document Dashboard. 

  2. Click Import Document.

    This button allows you to upload either single documents or a .zip file containing multiple documents. 

  3. Click Browse File.
  4. Navigate to the .zip file containing your documents and click Open. 
  5. Click Continue.
  6. Select a document type. 
  7. Select a processing option. 
  8. Click Take me Back Now beneath the confirmation message. 

Your documents display in the My Documents section of the Intelligent Document Dashboard once processing is complete. From here you are able to review each document and take further action as necessary.