Search Sync[edit]

Search Sync

You can search the documents that an Agreement is linked to. To do so:

1. Click the Admin Task tile.

2. Click Search Sync.

3. Select the Entity Type.

4. Select the Contract Type.

5. To get the Sys Id, click Upload CSV to upload the .CSV Agreement or enter the SysId using comma separated value.

6. As required, toggle Yes or No to Skip Agreement Document Indexing.

7. When the Agreement is uploaded or SysId is provided, click Sync.

 

 

 

 

Related Topics: Agreements | Delete Agreement