Add Contracts to Tools
https://www.loom.com/share/c86c7be5b9954329a3db69f31601d68f
- Navigate to the Tool or Vendor
- Click “Add Agreement” (available for Admins and Owners)
- Fill out agreement values
- Add records (contracts) associated with agreement
- BRM will extract field values. Confirm or edit the extracted values
Add Contracts in Bulk
https://www.loom.com/share/c36fb82ff4ad4eef8354e5b69437a30f
- Navigate to Agreements
- Click “Add Agreements” (available for Admins and Owners)
- Drag in as many contracts as you would like
- BRM will match the contracts to their respective tools and vendors and extract values
- Confirm or edit the extracted values