Contract Management

The Contract Management module allows you to upload, review, and manage contracts.

In the Contract Management dashboard, you will see two tabs:

File Upload – for uploading new contracts

Existing Contracts – to view previously uploaded contracts

1. Uploading Contracts
   • Select Upload Contracts (right-hand side).
   • Your company name will auto-populate.
   • Select the file type:
     • PDF (single or multiple)
     • ZIP (containing multiple PDFs or files)
   • File limits:
     • Up to 20 PDFs at once
     • Maximum 550 MB total size
     • Drag and drop your files and click Confirm Upload.
       
2. AI Processing
   • The AI will read the uploaded contracts to verify they are valid contracts and identify duplicates.
   • Status indicators:
     • Pending: AI is still reading and extracting information
     • Completed: AI successfully extracted all key information
     • Pending Approval: AI could not identify specific contract details. Connexus will review before the contract status is marked as Completed.
       
3. Managing Uploaded Contracts in the Existing Contracts tab
   • Easily access, review, or download contracts from this portal.
     • Property Name – Property identified on the contract
     • Services – Main service specified in the contract
     • State and City – Location of the property
     • Annual Value – Total annual value of the contract
     • Cost per Unit per Year – Total annual value divided by the number of units listed in the property information 
     • Vendor Name – Vendor identified on the contract
     • Contract Start Date – Date the contract begins
     • Contract End Date – Date the contract ends (for annual contracts with an automatic renewal, it reflects the original contract end date)
     • Renewal Term – Automatic renewal term as listed in the contract
     • Total Term – Total duration of the contract, not including any renewal periods
     • Download Contract – Location to download a copy of the contract as a PDF.  This will open in a new window to view the contract when downloaded.
     • End Term Type – Termination language for early or regular termination.  If you hover over the “Regular Termination” or the “Early Termination,” you are able to see a short overview of the language within the contract.
     • Download Existing Contracts – Allows users to download contract dashboard information in XLSX, CSV, or PDF formats.
       
4. Adding Notes or Making Changes to the Contract
   • Double-click on a row to add notes to the contract or make any necessary changes.