Batch import
Batch import enables users to create and send multiple contracts with ease, while saving time.
In order to use this feature, user is required to create a CSV file in a specific format as described below.
Follow these steps:
Create a CSV file with the required fields and headers for the batch import feature.
Refer to https://warsaw-dynamics.atlassian.net/wiki/spaces/~195523612/pages/81395715/CSV+Contracts+-+Import+and+export#CSV-headersOnce the CSV file is created, open the contract creation form and click on the “Import from CSV” button.
Upload the CSV file and review the data to ensure that all the required fields are included and the headers are consistent across all rows.
Click "Create" to create and SEND the contracts based on the data in the CSV file.
The system will automatically create the contracts and send notifications to the signers and watchers as specified in the CSV file.
CSV format
Header | Value | Required Information | Options | Note |
|---|---|---|---|---|
name | title of the contract | required | ||
access | required | email, account, url | ||
expiration date | 2023-04-29T04:00 | required | format(ISO-8601) | |
time zone | Europe/Warsaw | required | ||
prepend title | true | required | true, false | |
sign in order | false | required | true, false | |
Signer A append signature macro | true | required | true, false | If document already has prepared fields to sign: false; if document not prepared: true |
Signer A full name | John Doe | required | ||
Signer A email | required if access = email, else optional | |||
Signer A receives completed contract | true | required | true, false | |
Signer B append signature macro | true | required | true, false | If document already has prepared fields to sign: false; if document not prepared: true |
Signer B full name | Mary Lynn | required | The same as in signer example before: to add signer, create these 3 signer fields changing its character to the next in the alphabet | |
Signer B email | required if access = email, else optional | The same as in signer example before | ||
Signer B receives completed contract | true | required | true, false | The same as in signer example before |
Watcher A full name | Olga Bishop | required | If you want to add a watcher to your contract, include these 3 watcher fields with CSV; if the next watcher is needed, copy these 3 fields, add them to the next rows, and change the uppercase letter to the next in the alphabet | |
Watcher A email | required | |||
Watcher A notification kinds | completed|signed|rejected | required | created, opened, signed, rejected, completed, completed-contract | add fields separated by “|” to enable desired notification kind |
To include multiple contracts in CSV the contract that you want to create need to match initial declared fields(the first row which tells you which data it needs if the field is optional you can leave it empty)
You cannot have contracts that consist of different header as all rows are required to be filled.
Example csv with one contract
name, access, expiration date, time zone, prepend title, sign in order, Signer A append signature macro, Signer A full name, Signer A email, Signer A receives completed contract, Signer B append signature macro, Signer B full name, Signer B email, Signer B receives completed contract, Watcher A full name, Watcher A email, Watcher A notification kinds title of the contract, email, 2023-04-29T04:00, Europe/Warsaw, true, false, true, John Doe, johndoe@gmail.com, true, true, Mary Lynn, marylynn@gmail.com, true, watcher1, watcher1@gmail.com, completed|completed-contract
Example csv with two contracts
name, access, expiration date, time zone, prepend title, sign in order, Signer A append signature macro, Signer A full name, Signer A email, Signer A receives completed contract, Signer B append signature macro, Signer B full name, Signer B email, Signer B receives completed contract, Watcher A full name, Watcher A email, Watcher A notification kinds title of the contract, email, 2023-04-29T04:00, Europe/Warsaw, true, false, true, John Doe, johndoe@gmail.com, true, true, Mary Lynn, marylynn@gmail.com, true, watcher1, watcher1@gmail.com, completed|completed-contract title of the second contract,url, 2023-04-29T04:00, Europe/Warsaw, true, false, true, John Doe,, true, true, Mary Lynn, marylynn@gmail.com, true, watcher1, watcher1@gmail.com, completed|completed-contract
CSV export - Easier approach!
Users can also export CSV files, this can help users to get a template for the CSV file, to achieve this, simply follow the steps:
Open the contract creation form
Click on the Create button
Choose the number of signers (for a single contract)
Configure the contract to your needs
Click on the down arrow next to “Preview HTML“
Click on the “Export to CSV“ button
Choose a file name
Open the downloaded file
name, access, expiration date, time zone, prepend title, sign in order, Signer A append signature macro, Signer A full name, Signer A email, Signer A receives completed contract, Watcher A full name, Watcher A email, Watcher A notification kinds, Watcher B full name, Watcher B email, Watcher B notification kinds QA TTT, email, 2023-04-29T04:00, Europe/Warsaw, true, false, true, Parsa Shiva, parsashiva@mail.com, true, Olga Bishop, Obishop@mail.com, signed|completed-contract, Mencia Benz, Mbenz@mail.com, signed|completed-contract
You can then add additional rows to include more contracts
Upload the CSV file and review the data to ensure that all the required fields are included and the headers are consistent across all rows.
Click "Create" to create and SEND the contracts based on the data in the CSV file.
The system will automatically create the contracts and send notifications to the signers and watchers as specified in the CSV file.
That is all, you have successfully created contract via CSV.