Summary
This article walks you through how to upload a record.
Use Case
At Classics Inc., a legal operations user receives a previously executed supplier agreement that was completed outside Ironclad. They upload the agreement to the Repository, add its metadata, and save the record so the document is stored and searchable alongside the company’s other contracts.
Permissions
| Features | Records |
| Permissions | To upload the record, you need Repository permissions that allow uploading contracts, such as permission to upload new contracts of any type or View, edit, and create access for the relevant record type. |
Upload a Record
You can upload a previously created agreement to an existing record. This enables you to store and search your records all in one place. Documents you upload directly to the Repository are not added to your cloud storage folder.
Once you upload a document, you can search the Repository for any text contained in the document using our OCR technology.
- Click on the Imports tab, and then click Upload Records.
- Drag and drop your file or locate it in file explorer. Click Upload.
- Click on the new file, and then update the file’s metadata.
- Click Save. Your uploaded file and its’ associated metadata is accessible on the Dashboard.
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