Mass Upload provides an easy way to send many agreements at once based on a template. You can even include different field data for each agreement. This function requires a security profile to be assigned to your account. For assistance enabling this security profile please contact Recombo Support here.

Prepare Mass Upload

Mass Upload requires you to first setup your template and create an excel file with any field data to include and emails to send the agreements to. After you create your template, in the template manager, select it and click on

NOTE: Currently only CSV files are supported. XLS and other file types will simply time out during processing.

Using Mass Upload

Once the excel file(s) is ready, select the template and click on

. In the pop-up, click on

and Agreement Express will publish agreements based on the CSV file(s). Once the agreements have been published, a new tab opens listing all agreements created.

Once the agreements are published, you can search for them by entering the CSV filename they came from in the External ID search field.