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Last Updated: 2025-10-03
Set Up Bulk Import Document Data

Set Up Bulk Import Document Data

You can:
  • Create new fields and populate them with data.
  • Migrate documents from another system.
  • Perform actions beyond the capabilities of our platform bulk edit feature, such as deleting values for data fields.
  • Replace a specific value in a data field.
  • Standardize file names to comply with your organization's standards.
You cannot make changes to:
  • Data about clauses.
  • Document IDs.
  • Importing data for unavailable documents in Contract Management and Document Intelligence.
  1. Click
    Admin
    .
  2. Click
    More Settings
    .
  3. In the
    Documents Metadata Bulk Upload
    section, click
    Upload
    . See Bulk Edit Data Fields
    You can preview the document after upload to ensure it displays the correct information.
  4. The exported spreadsheet:
    • Includes all data fields. See Set Up Data Fields.
    • Includes all documents in the client environment.
    • Includes DocSetID.
    • Excludes duplicates and clauses or any other secondary tabs.