Release Notes

New updates and improvements to SpotDraft

All Announcements

Upload Executed Contracts via Email Plugins

CLM
All Users
Q3 24

 Product Area: SpotDraft Email Plugins (Gmail + Outlook)

 Impact of Change: Streamlines contract management by allowing seamless uploads of executed contracts directly from email.

 Roles Impacted: Sales & Legal users using the Email plugins

Details

We have introduced support for the Upload Executed Contracts workflow in both Gmail and Outlook email plugins. This feature enables users to easily upload upto 5 executed contracts at a time, directly from their email interface. It simplifies the process of organizing older contracts, providing a more streamlined and integrated contract management experience within the email ecosystem. This enhancement minimizes the need to switch between platforms, ensuring that contract workflows are more efficient and centralized.

How to Enable: Enabled by default for all users using SpotDraft email plugins in Gmail and Outlook.

Relevant Resources:

 

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