Page Comparison

 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 or click on the arrow icon,select the file and open.
• Only one excel file  can be dropped into drop zone on each import.Error  displayed to the user If there are more than one excel file dropped.
• On importing a file ,success message is displayed.  

• .

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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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