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Administrator Guide
Last Updated: 2026-09-18
Update Contracts With Uploaded Documents

Update Contracts With Uploaded Documents

You can use Revenue Contract Agent's Revenue Contract Creation skill to automatically update an existing draft customer contract with header and line details directly from an uploaded signed document.
  1. From the related actions menu of an existing draft customer contract, select
    Update with Revenue Contract Agent
    .
  2. 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.