The spreadsheet with the contract metadata shared by your
team will undergo extensive pre-processing. It includes OCR,
validation of file properties, header mapping, checking
for duplicates, and ensuring consistency in the file
names and database format. During this process, we evaluate
the new tool’s workflow and add any missing fields to
make it complete.
As we gain access to all your enterprise contracts, we
add them to the newly-adopted Digital Contracting
As the system generates a unique document ID for
each of the uploaded files, we will map it with the respective
metadata in the spreadsheet, and upload it to the CLM system.
Now the system will automatically map the metadata with
their related agreements and update the values.
This phase involves identifying all the existing associations
for related contracts, such as parent-child linking,
a crucial component in Contract Management.
We verify and validate the accuracy of the import against
the metadata spreadsheet. It is indeed a systematic
quality assurance check to ensure high precision in