To create contracts in multiple languages from the same contract type, repeat the process by downloading one Excel file per language.
Start a new contract
To create your contracts in bulk:
Click on + New contract
Select the option Start a contract
Select the contract type for which you want to generate multiple contracts.
In the configuration, click on Generate multiple contracts
Click on Download the contract type (Excel)
Fill out the Excel file with the required information
Once the file is downloaded, Tomorro generates an Excel file to complete.
It is important to not modify the order of columns or their names.
In this Excel file, you will find:
The mandatory fields for generation (in orange with an asterisk), which also include any field used in a condition of the template
Counterparty = name of the counterparty
Column Contract name = name of the contract that will be created in Tomorro.
The automatic naming convention (dynamic naming) configured on the contract type is not applied during bulk generation via Excel. The contract name is solely determined by the Contract name column in the Excel file.
Tip: you can build the name directly in the Contract name column with an Excel formula (for example by concatenating the counterparty name and a date), to reproduce your naming convention.
The fields inserted in the document of the template, highlighted in yellow, as well as the signer columns
Signer 1: signer on the counterparty side (email address)
Don't see this column? Make sure a signature area has been added to your contract type.
The other smart fields (in white: neither mandatory nor inserted in the document): Only fill in the necessary fields
One filled row = one generated contract.
Generate contracts in bulk
Once the Excel file is filled out:
Click on Import the template
Import the completed file
Access generated contracts
Once creation is successful:
a filtered view is automatically generated
it allows you to quickly access the created contracts
you can rename it
Generated contracts are created with the status "Draft".
If generation cannot be completed, Tomorro will display the list of errors and the corresponding rows with the error source.
Manage errors
If some rows cannot be generated:
Tomorro displays the list of errors
the affected rows are identified with the error source
After correction, simply re-import the file.
"Unrecognized value" error: the value entered does not exist in the options of the list-type custom field. First add the missing option to the field (in the contract type), then download the Excel template again and fill in the column using the dropdown menu: the file's dropdown lists are frozen when the template is downloaded.
Go further
Once the contracts are generated, you can modify, send for signature, move, download or delete them in bulk.
See the article Manage contracts in bulk