Bulk Generate

Aerofiler allows you to generate multiple contract workflows at once by uploading a spreadsheet of data. For example, suppose that a single Non-Disclosure Agreement can be generated using the following form:

A spreadsheet to generate three NDAs at once might look as follows:

To generate the NDAs, click Actions -> Bulk Generate:

Drag and drop the spreadsheet into the drop area:

The "Header" column shows the first row of data you used in the upload spreadsheet:

The "Mapping" columns displays your Aerofiler fields:

If the header in your spreadsheet matches the names you use in Aerofiler, then Aerofiler can automatically perform the mapping. Otherwise, you can click on the dropdown under "Mapping" and choose the relevant field. The following screenshot shows an example where the spreadsheet header is "Effective Date" and the corresponding Aerofiler name is "Start Date":

After you click "Next", you will have the option of reviewing your data and mappings before generating the workflows:

Clicking "Generate" will then create the three workflows in Aerofiler: