Monax Help Center

Monax Help Center

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Uploading a previously signed Agreement

Monax is focused on growing your future and a part of that is bringing your old agreements up to speed. Follow the step by step guide below and learn how to get all your agreements on Monax.

Storing and tracking legacy agreements take 7 easy steps:

  1. Navigate to your agreements page and click the create button on the top right. From the dropdown select “New Agreement”. This will take you into the agreement creation flow.
  2. Tilte: Provide a descriptive title, click next. We recommend highlighting that it’s a “Legacy” agreement by include that in your title. Ex: Supplier Agreement - Tradefuse - BlueCRM (Legacy).
  3. Upload Documents: Upload your previoulsy signed PDF document and click next.
  4. Define your parties: For legacy documents if your goal is solely to keep your internal team informed, we recommend not adding a counterparty. But if you need to send reminders or obligations to your counterparty please add them as a party. During this process make sure to turn E-Signature off for both parties as the document should already be signed. Additionally, your parties by default will be labeled Party 1 and Party 2. If you’d like to get semantic and create richer data for future comparisons, we encourage you to update these labels to match how the parties were defined in the original document. Once you’ve defined that click next.
  5. Define your terms: Because this paper was signed or generated elsewhere it’s not likely you’ve formatted it to be read on Monax, and that’s ok! However, on the terms page anything you define here will not sync with your agreement, but rather sit on top of your digital agreement as a layer of metadata. It’s a great space to track any key values that need to be synced with external systems. You can achieve this by clicking the gray + square, selecting the type of term you’d like to add and then filling in the relevant information. Once that’s configure click next.
  6. Define your Dates: Because we turned off signing you should not be able to set the effective date to yes. Instead we’ll need to provide a set date for when this agreement started. Traditionally this can be found in your legacy document explicitly or can be inferred by the date both parties signed. Once that’s defined, we can add the correlating expiration date and any additional dates we need to track in this section.
  7. Define your Events: Feel free to add any relevant reminders or obligations you’d like to track as part of this agreement. If you’d like to learn more about Events please watch the videos in our Getting Started Series title Creating a Template or Creating an Agreement from Template. If you’d like more information after then please do not hesitate to contact Monax at [email protected].
  8. Publish for tracking: Now that your information is all set we can review the documents associated with our agreement and a summary of everything we just defined. In order to publish you’ll need to click through every tab on the summary page and review that all the content looks appropriate. You have the option to update any of the content panels by clicking on the Edit button on the top right side.

Once everything is reviewed and you have green check marks next to the documents and summary panel you can click publish agreement. If you’d like to spend more time refining your agreement before publishing feel free to save it as a draft as well.

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