Uploading contracts in Tagd is simple and can be done in several ways. All uploaded contracts are placed in the Inbox, where they can then be registered.
1. Upload via email
Each Tagd account has a unique email address linked to the inbox, which is displayed to the right on the homepage. Everything sent to that address will automatically appear in the system's inbox. It is important that the email address is placed in the “TO” field, not in CC or BCC.
Common use cases:
You can forward an agreement you have received via your own email directly to the address.
In e-signing services, you can set up a copy of the signed contract to be automatically sent to the inbox address.
If you have paper contracts, you can scan them and then email them to the address – Tagd will receive the files and convert them.
Tip: In most e-signing services (e.g. Scrive, Assently, GetAccept, Adobe Sign, Docusign, etc.), there is support to automatically send copies – here you can specify the Tagd address.
If you wish to connect an e-signing service directly to Tagd, you may contact our support and we will assist you in configuring the integration.
2. Upload Contracts Manually
You may also upload contracts directly via the interface in the platform.
Instructions:
1. Click on "New contract" in the main menu
2. Select a file by:
- Click on "Browse" and locate the file
- Or drag and drop the file directly into the upload area
3. Click on "Done"
3. Analysis in the Inbox
The file will be placed in the inbox and automatically analyzed by the system.
The analysis can take from a few seconds up to a couple of minutes, depending on the file size and current system load.
Meanwhile, a blue icon is displayed to indicate that the analysis is in progress. It will disappear when the analysis is complete.
4. Upload large volumes of contracts
If you have a larger number of contracts that need to be imported simultaneously, Tagd can assist with a bulk import.
Please contact support for more information regarding import options and the process.