Agreement Manager Admin Portal

Account

Field Update

Match an envelope report to Agreement Manager documents and assign the Contracts ownership value after reviewing the preview.

Envelope report CSVNo file selected

Envelope ID columnOwnership field API key (optional)

Envelope ID	Document	Current value	Proposed	Review

Metadata Update

Upload the per-file metadata CSV produced by the migration scripts. Agreement ID is preferred. Filename matching is available for reconciliation and blocks duplicate names. Blank cells are skipped.

Metadata CSVNo file selected

Match documents byAgreement ID columnFile Name column (verification when matching by ID)

Allow replacing existing values shown in the preview

Upload Agreements

Choose parent-only Proactis CSV exports and the document folder. Parent metadata is inherited by attachments. Review all generated rows, then submit files and metadata together. Pilot limits: 1,000 files, 100 MB per file, 1 GB total.

Proactis CSV exportsDocument folder

Parent contract ID columnSource division column (optional; must match top folder names)Contract ID normalization

Generated fields (optional)

Fixed values

Optional: assign the same value to every uploaded document.

Organization folder translations (JSON)