Manage Document Processing

Centralize your imports, group your documents and track their processing progress

The module Document processing groups all files recently added to your workspace. It consists of two tabs:

• 📨 Inbox : documents awaiting action

• ✅ Processed : documents already integrated into the library

This is the starting point to track the status of your imports and trigger validation, grouping or deletion actions.

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📥 Inbox: your documents pending

In this tab, you can:

• Combine multiple files into a single Agreement → Select the documents (e.g. main contract, amendment, appendix) then click “Group into an Agreement”. (Feature rolling out progressively for Formality users.)

• Add documents to your contract library → Formality will analyze each document and:

  • will automatically link it to an existing Agreement, or

  • will create a new Agreement if no match is detected. (Based on names, parties, and dates present in the documents.)

• Delete → If some files should not be considered, select them and click Delete.

During processing, an indicator “Processing” appears. The process continues even if you leave the page.

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✅ Processed: your validated imports

This tab displays documents already integrated into the library. Sort them by import date to track recent validations and verify that everything is properly filed.

→ Ideal for performing a consistency check after a series of bulk actions.

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In summary

• Track your imports at a glance

• Group, add or delete your documents in a few clicks

• Let Formality process in the background to save time

• Keep your contract library up to date effortlessly

Formality automates end-to-end document processing: you stay focused on decisions, not logistics.