Import Historical Contracts

Moving a backlog of already-signed agreements into Pactly used to mean importing one file at a time and typing each contract’s details by hand. Import Historical Contract now takes a whole set of files at once, stages them in a review table, and classifies and names each one as it imports, so you correct a few rows instead of filling in every field.

Use this for agreements that were signed outside Pactly and only need to be tracked, searched, and watched for renewal. Imported contracts are filed directly as Executed, with no negotiation, review, or approval steps.

Click Create in the top-left corner, open Other options, and choose Import Historical Contract. Add your files by dragging them onto the upload area or browsing for them. You can add many at once, and each becomes a row in the staging table below.

Nothing is imported while you are in the staging table. This is where you check Pactly’s work and fix anything that looks wrong, one row per file.

Each row carries the fields Pactly will file the contract with:

• Category, classified automatically from the document (NDA, Service Agreement, and so on).
• Reference year, extracted from the document so the contract sorts into the right period.
• Owner, the person who will own the contract in the repository.
• Group, the access group the contract belongs to.

Edit any cell inline. To set the same value across several files, select those rows and use bulk apply, which fills the chosen field on every selected row at once. Anything you set by hand always wins over what Pactly suggested, both here and when the contract is created.

Preview a document with the eye icon at the end of its row. It opens the file in place, for both PDF and Word documents, so you can confirm you are looking at the right agreement without opening it separately.

If two uploaded files are byte-for-byte identical, Pactly marks the extra copies with a Duplicate pill and shows a Review duplicates banner above the table. Open the banner to see the matches and remove a copy with one click.

Pactly gives each contract a consistent name as it imports, following a naming pattern you can see above the table. Click Edit pattern to change how imported contracts are named, for example to lead with the party and year. The pattern applies to every file in the import, and any name you type on a row by hand overrides it for that row.

Selecting Import files every row as an Executed contract in the repository, each with its category, reference year, owner, and group already set. From there they behave like any other contract: searchable, reportable, and watched for renewal.

When Pactly cannot read a reference year from a document, it imports the contract with an unverified year flag so you can find and fix it later rather than blocking the import. An administrator can correct it from the contract’s details page with the Reassign reference year action. Reassigning records the change on the contract timeline and clears the unverified flag.

• Create a Contract
• Navigate and Search Contracts
• Contract Properties
• Groups and Document Access
• Contracts Overview