Register contract
This section contains information on how to review and register an agreement
When new contracts are uploaded in Tagd, they first end up in the Inbox. From here, the registration process starts.
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1. The Inbox – your workspace for new contracts
The Inbox is displayed on the home page where the five latest contracts are listed.
To see all unregistered contracts, click "Show all unregistered contracts".
Note! The Inbox is only visible to administrators.
In the list:
Click on the filename or on the three dots on the right to get started.
Here you can also delete incorrect contracts.
2. Review the agreement
When you open an agreement you get two views:
- Right side: PDF preview (with the ability to scroll and zoom).
- Left side: Metadata that the system has interpreted from the document.
The system suggests:
- Title (often the filename)
- All fields are editable and should be treated as suggestions, not final values.
3. Enter contract type
- Choose contract type from a list of predefined categories.
- The icon with the blue magic wand shows that the system suggested a type.
- Click the magic wand to see where in the document the text was found (if the PDF is machine-readable).
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4. Enter contract parties
- The system identifies parties from the document:
Example: "Tagd Onboarding" and "Hyresvärden AB"
- Here it's important that your organization is set up correctly (see admin settings).
- The system also suggests contract owner for each party.
You can:
- Edit contact details (e.g. add email)
- Remove or add parties manually
5. Enter contract period
Tagd supports four contract types:
Type | Description |
Open-ended contract | No end date, continues until further notice |
Automatic renewal | Renews unless cancelled |
Fixed end date | Has a clear start and end date |
Other | When date isn't relevant |
The system:
Identifies contract type
Reads start and end dates
Interprets notice period
Notifications are sent based on this data
Example:
Contract ends April 30 → Notice period 6 months → Warning 45 days → Reminder sent September 15 the year before
6. Add more information
Free text field: Add comments or other relevant info
Tags:
Set by admin by default, or created freely depending on settings (see more under Tags in the system)
Linked agreements:
Link for example to framework agreements or appendices
There's a function for this in the interface
7. Choose location and permission
Click the purple button to select folder
Example: Choose the folder Rent for a rental agreement
The system shows who has access to the folder
Admins always have access.
Other examples: The group Finance or individual agreement owners
8. Save the contract
When all info is verified:
Click Save
The agreement moves from the inbox to the right place in the archive
Add-on features (for customers with extended package)
For some users, there are also these tabs:
Details
Contract-specific questions depending on contract type, for example for lease agreements:
Type of premises
Area
Property designation
Insights
General legal questions, for example
- Are there indemnity clauses?
- How are disputes handled?
- What's the jurisdiction?
At the bottom of the page there is a summary of the contract
All fields are suggestions and can be edited.
10. Save
Go through everything one last time and hit Save
The agreement is now registered and the Inbox gets updated.