We can help you get your existing contracts and data into your account quickly, efficiently and with the organization of your design!
Our bulk upload service is how most of our clients get started with ContractSafe because we do the work for you! This is a complimentary service for new customers (see note below), which comes without limitations in terms of number of contracts. We can upload your existing documents and we can map your contract data from a spreadsheet to your ContractSafe account. Please read below for details on both options to help you choose the right path.
Note: This is a free service for new customers up to 60 days after sign-up, then one time a year every year thereafter. Uploads beyond the first 60 days will be billed to customers at a rate determined per project. For more details on pricing, please reach out to your customer success manager or firstname.lastname@example.org.
In order to provide the documents to us we will need to provide you with a secured Google drive to upload your contracts, or, if you have them stored in a drive you can grant ContractSafe access to, we can download them from your location.
If you have a specific folder structure you would like us to maintain, we can do that! You would need to upload the documents into the drive with the same folder organization that you intend to keep in your ContractSafe account. Then, just notify us you’re ready by contacting your designated customer success manager. If you do not know who that is, please contact email@example.com.
We can upload your contract data to your ContractSafe account when you supply us with a spreadsheet of the information. We can upload the spreadsheet to your account in order to make your use of ContractSafe quick and easy.
We have detailed instructions available below; to get started please review the instructions and this template (download the template to see the formatting). On the template, we’ve filled in just a few columns and provided some guidance; please keep in mind you’ll likely have many more fields than represented on this template. It’s critical to ensure your contract name on your spreadsheet exactly matches the name of the contract you’re uploading.
If you have questions or to initiate a bulk upload, please email your designated customer success manager. If you do not know who that is, please contact firstname.lastname@example.org.
Turnaround Time for Uploads
Once your data has been validated, we will give you an estimated ETA for completion. Generally, the bulk uploads can take anywhere from 8 to 14 business days following approval.