CMx user can import the contracts that he has access to.
- Click on Import contracts link from Menu,
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Download the sample template by clicking on the "click here" link and extract the contents to a new folder.
Extracting to a new folder is important since we have found that without that and dragging and dropping directly from compressed zip file does not show the files in the import zone sometimes.
Also, note that the metadata file has to be named: cmx-metadata.xlsx
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- File drop zone area page displays.
- Drag and drop the excel file and all attachment documents into the drop zone area
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- Wait for the pre-validation grid to show records
- correct all red cells.
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- click on Import button on the right corner to view the list of imported contracts in the Import Status page.
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- After Importing the imported contracts will be get displayed in the Import Status Tab
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- By clicking on the "+" link, the user can see the Contract Number, Contract Title, Attached documents name and Status of import.
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