Managing contract imports

Use the Imports page to monitor uploaded contracts and process several imports at once.

Find and check imports

1. Go to Contracts > Imports.
2. Enter a contract name in Search imports to narrow the list.
3. Select Mine to see your imports, or All to see imports for the workspace.
4. Review the Progress status. In Progress imports are still being processed. Needs Attention imports are missing required details. Ready for Review imports can be accepted.

The list updates as import processing progresses.

Accept selected imports

1. Go to Contracts > Imports.
2. Select up to 100 imports with the Ready for Review status.
3. Select Accept.
4. If James asks you to review low-confidence imports, select Accept anyway to continue or Back to imports to review them first.

If an import is missing required details, James keeps it selected and tells you what needs attention. Review and complete it before accepting it. For help reviewing one import, see Reviewing an imported contract.

James creates contracts for the imports it accepts.

Decline selected imports

1. Go to Contracts > Imports.
2. Select the imports you want to remove.
3. Select Decline.
4. Review the selected imports in the confirmation dialog.
5. Select the Decline button that shows the number of selected imports.

James removes the declined imports from the list.