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How to Import a Contract?

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Zoho Contracts lets you import contracts in Draft, Signed, or Expired status, so historical and existing agreements can be brought into the system for centralised records, compliance and milestone tracking.

How to import a draft contract

  1. Go to Contracts and click Import Contract.
  2. Select Draft in the Contract Status dropdown and choose the contract type.
  3. Complete the Contract Details form and click Next.
  4. Upload the draft document by dragging and dropping it or browsing your system.
  5. Review the details and click Import.

The contract appears in Draft status with the uploaded document. Contract timelines, such as effective date, expiry and obligations, follow the selected time zone, which can be changed during the Draft stage.

How to import a signed contract

  1. Go to Contracts > Import Contract.
  2. Select Signed and Not Yet Active, choose the contract type, and click Continue.
  3. Complete the Contract Details form and click Next.
  4. Upload the original contract document, the signed contract document, and the digital signature certificate if applicable.
  5. Click Import to add the contract.

The contract is added to Zoho Contracts with its full history and moves to the appropriate status based on its effective date.

How to import an expired contract

  1. Go to Contracts > Import Contract.
  2. Select Expired, choose the contract type, and click Continue.
  3. Complete the Contract Details form and click Next.
  4. Upload the original contract, signed contract, and digital signature certificate if applicable.
  5. Add any amendment, extension or renewal details in chronological order.
  6. Click Import to finish.

The contract is imported in Expired status with all its supporting documents.

Best practice for contract imports

  • Use clear naming conventions for documents before uploading.
  • Include digital signature certificates for compliance tracking.
  • Record all amendments and renewals to keep a complete contract history.

Frequently asked questions

What statuses can an imported contract have?

You can import a contract as Draft, Signed and not yet active, or Expired, so historical and existing agreements can be brought into Zoho Contracts with the right lifecycle status.

What documents should I upload for an expired contract?

The original contract, the signed contract, the digital signature certificate if applicable, and any amendment, extension or renewal details in chronological order.

Need help?

Need help importing existing contracts into Zoho Contracts? Contact support@thoughtlogik.com or see our Zoho implementation services.

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