Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-09-18
Create Contracts From Uploaded Documents

Create Contracts From Uploaded Documents

In Workday Financials, you can use Revenue Contract Agent’s Revenue Contract Creation skill to automatically generate customer contracts with populated header and line details directly from uploaded signed documents.
  1. Access the
    Create Customer Contract
     task.
  2. In the
    Contract Information
     section, complete required fields, select the
    Create from Document
     option, and upload a customer contract PDF file.
  3. Click
    OK
    .
  4. Once the processing is complete, click
    Edit Customer Contract
     in the
    Revenue Contract Agent
     section of the
    Revenue Hub
     to review and revise the contract.
    Workday also generates a notification that indicates when processing is complete. You can click the link in the notification to open the generated contract and uploaded document in a side-by-side view on the
    Edit Customer Contract
     task.
  5. Click
    Submit
    .
Workday routes the customer contract to the
Customer Contract Event
 business process for review and approval.
Create:
  • Customer billing schedules.
  • Revenue recognition schedules.