Add Contracts to Tools

https://www.loom.com/share/c86c7be5b9954329a3db69f31601d68f

  1. Navigate to the Tool or Vendor
  2. Click “Add Agreement” (available for Admins and Owners)
  3. Fill out agreement values
  4. Add records (contracts) associated with agreement
  5. BRM will extract field values. Confirm or edit the extracted values

Add Contracts in Bulk

https://www.loom.com/share/c36fb82ff4ad4eef8354e5b69437a30f

  1. Navigate to Agreements
  2. Click “Add Agreements” (available for Admins and Owners)
  3. Drag in as many contracts as you would like
  4. BRM will match the contracts to their respective tools and vendors and extract values
  5. Confirm or edit the extracted values