> **Source:** https://knowledge.leegality.com/deal-collaboration/Contracts/upload-contracts > **Site:** Leegality Knowledge Base — https://knowledge.leegality.com > **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration. > **Navigation:** Every article on this site has a plain-text version at `.txt` (this format). To get an index of all articles with their `.txt` links, read: https://knowledge.leegality.com/llms.txt > **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt --- # Uploading Contracts The **Upload Contract** feature lets you upload completed agreements into the Deal Collaboration platform for centralized management and efficient processing. ## Why Upload Previous Contracts? * **Centralised Management:** All contracts will be stored in one place, making them easier to manage. * **Efficient Search:** You can [filter contracts](https://knowledge.leegality.com/deal-collaboration/Contracts/find-contracts) based on variables such as deal value, effective date, tenure, renewal date, and more, streamlining the process of finding specific documents. ## Upload a Single Contract Use this method to upload and process one contract document at a time. ![Upload Document window in DC](\img\DC_Upload_Contract.png) ### Step 1: Upload the Document ![Upload individual document](\img\DC_Upload-individually.PNG) 1. Select **Contracts** from the left navigation panel. 2. Click the **Upload Contracts** button in the top-right corner. 3. Upload the contract in __PDF__ format. > **Note:** The maximum file size is 14 MB. 4. **Assign Folder (Optional):** Select a folder to organise this contract. Choose from the pre-configured folders available in the dropdown. 5. Click **Next**. ### Step 2: Select Upload Type In this step, you can select how to populate the contract details: **Smart Extraction** or **Add Contract Data Manually**. #### Smart Extraction #### AI Smart Extraction **AI Smart Extraction** can automatically detect and pull key data points from your uploaded contract. Smart Extraction enables users to upload contracts in bulk or individually and extract key insights. The feature performs two primary functions: * **Data Extraction:** The AI model analyses the uploaded document and extracts key data points/metadata that you have selected. * **Repository Organization:** Extracted information is automatically organized into a single, searchable repository within the system. This automation significantly reduces the time required for data validation and ensures all critical contract metadata is centralized for quick access and complex querying. ![Smart extraction in single upload](\img\DC_Smart_Extraction_Individual.PNG) 1. Click **Smart Extraction** as **Select Upload type**. 2. Review the variable chips displayed under the **All variables** section. 3. Click the chips for the variables you want the AI to detect and extract. The selected variables will move to the **Selected variables** section. The AI scans your contract for all selected variables, confirming their presence and providing accurate, keyword-extracted insights. 4. **Add data manually:** Users can manually fill variable data with known values. The Smart AI will prioritize these manual entries and skip extraction for those specific fields. This optional step is ideal when you are certain about specific metadata and wish to bypass AI processing. 5. Click **Proceed**. #### Manual Upload #### Add Contract Data Manually If you choose to skip smart extraction, you must fill in all required contract details directly on the screen. 1. Fill in the following **Mandatory Fields:** * Counterparty Name * Counterparty POC Name * Counterparty POC Email address * Deal Name * Document Name Custom variables configured in your account are also available here. 2. Click **Proceed**. ## 2. Bulk Contract Upload Use this method to upload and process multiple contracts that fall under a single deal or batch. It is particularly useful when supporting contract details are pre-collected in an XLS template. ### Step 1: Upload the ZIP File ![Upload bulk contract](\img\DC_Upload-in-Bulk.PNG) 1. Go to the **Contracts** section using the left navigation panel. 2. Click the **Upload Contracts** button at the top-right corner. 3. Choose the **Upload in Bulk** option. 4. **Prepare Your Files:** * Each contract must be in __PDF format__. * Compress multiple PDF files into a single ZIP file. * **Size Limits:** Individual contract: Max 15 MB. ZIP file: Max 500 MB. 5. Upload your ZIP file. 6. **Assign Folder (Optional):** Select a folder to organise these contracts. Choose from the pre-configured folders available in the dropdown. 7. Click **Next** to continue. ### Step 2: Select Upload Type In this step, you select how to populate the contract details: **Smart Extraction** or **Add Contract Data Manually**. #### Smart Extraction #### Smart Extraction The system automatically begins AI extraction on the documents within the uploaded ZIP file. The AI extracts data fields from the contracts to populate relevant details. ![Smart extraction in bulk upload](\img\DC_Smart_Extraction_Bulk_Upload.png) 1. Review the variable chips displayed under the **All variables** section. 2. Click the chips for the variables you want the AI to detect and extract. The selected variables will move to the **Selected variables** section. The AI scans your contracts for all selected variables and provides keyword-extracted insights. 3. **Upload XLS:** Users can upload an excel file with values they already have. Smart AI will prioritize these and skip extraction. Note that this is optional. 4. Click **Proceed**. #### Manual Upload #### Add Contract data Manually (Using XLS Template) After uploading the ZIP file, you must provide supporting details for each contract using an XLS template. 1. **Download and Fill the XLS Template** - Click the **Download XLS** button to get the template. - **Fill in Mandatory Fields:** Fill out the contract details into downloaded excel sheet. The first row (header) contains fixed fields that **must not be altered**. Enter the following details for each contract (each row is one contract): * **File Name:** The exact name of the contract file (e.g., `MLA-Leegality.pdf`). This field is case-sensitive. * **Document Name:** The name that will appear in the repository. * **Deal Name:** The name of the deal. * **Counterparty Name** * **Counterparty POC Name** * **Counterparty POC Email** - Save the XLS file. 2. Upload the filled XL file. 3. Click **Proceed**. > **Tip** > > Additional fields correspond to global variables. If a contract detail is missing from the template, create the custom variable in your account and download the template again. Once uploaded, the contract status is automatically set as **Pending**. User is redirected to the **Contracts Processing Hub**. Once the AI review is complete, the status changes to **Ready for Review**.