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 the Search Sync button.

3. Select the Entity Type from the drop-down.

4. Select the Contract Type from the drop-down.

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

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

7. Click the Upload CSV button to upload the CSV document. The Upload Document window opens.

 

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

 

 

 

 

 

 

 

 

 

Related Topics: Agreements | Delete Agreement