September 2024 Release

New Contract Upload Experience

If you have permission to upload agreements to your KI Workspace, these new enhancements will make uploading your documents more efficient.

Uploading a Single Document

• Once you have selected the document you would like to upload, you will be brought to a new page that allows you to fill out the Intake Form, assign Tags, and add attachments to the document. Please note: in order to add attachments, the Attachments Feature must be enabled in your KI Workspace.
• You will also be able to view your document through the Document Preview on the right.

Applying Tags and Attachments

• Once you have filled out the Intake Form you can assign existing Tags to the document.

• You can also add Attachments to the document.

• After you have assigned your Tags and/or Attachments, you can click on Upload.

Uploading Multiple Documents

• When you upload multiple documents at once, you will have the option to preview each document by selecting the Document Preview icon highlighted below.

• Once you have chosen the documents you want to upload and clicked Select Document, you will be brought to the Intake Form.

• You can now assign existing Tags to multiple documents at Upload. After you have assigned your Tags, click on Upload Documents.