Uploading executed contracts in Query

Robin AI’s Query module allows users to upload many contracts at once and have their clauses be automatically labelled by Robin AI’s machine learning algorithm.

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The following document types are currently supported: .docx, .doc and .pdf.

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To upload one or many contracts to Query:

1. Click the Upload Executed Contract button when viewing the Query contract hub.
2. Select the contract(s) you want to upload to Query.
3. You will be taken to the Upload Queue. This is where uploaded contracts can be configured before they are fully imported into Query. The contract name will be greyed out until the document is ready for upload. Once it is ready for upload, you must configure each uploaded contract’s Contract Type and a Group to fully import into Query.
4. Set the Contract Type for each contract.  Upon upload, Robin AI’s machine learning algorithm will read through uploaded contracts and automatically try to assign a Contract Type. You can review and/or set this yourself for accuracy.
5. Set the Group for each contract.

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💡 If you’re uploading many contracts at once, it might be easier to use Query’s bulk assign feature. This feature allows you to select many contracts to have their Contract Types and Groups set at once. To bulk assign:

1. Select all the contracts you want to bulk assign by ticking the check box.
2. Select the Contract Type and Group at header of the page.
3. Click the +Assign button to complete.

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