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 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. 
  • After getting success message,.

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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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