Field Update
Match an envelope report to Agreement Manager documents and assign the Contracts ownership value after reviewing the preview.
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Review the preview before updating. Existing conflicting values will be skipped.
| Envelope ID | Document | Current value | Proposed | Review |
|---|
Metadata Update
Upload the per-file metadata CSV produced by the migration scripts. Exact filenames must be unique in both the CSV and account. Blank cells are skipped.
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