# Contract Record Management

## Record Management

Contracts can be generated manually by entering Contract details in the form, or by completing and importing a DORAedge-specific template that includes Contract information.

***

### Adding a New Record

You can **manually create** a new record in DORAedge by selecting **+ Add \[Record Type]** on the table view of that record type. To successfully save a record, all required fields must be completed with valid information.

If a required field is incomplete or contains invalid data, it will be highlighted in red with an error message. These must be corrected before you can proceed and save the record.

***

### Editing a Record

You can update existing records in two ways:

* From the **table view**: Click the three-dot menu in the far-right column of the record row and click Update.
* From the **record view**: Click the three-dot menu in the top-right corner of the card and click Update.

***

### Importing New Contract Records

Contract records can also be created in DORAedge via **import.** This feature allows you to upload multiple **new** Contract records at once using a specific spreadsheet template. 

For importing **updates to existing** Contracts, see [Importing Updates to Existing Contracts](#importing-updates-to-existing-contract-records) below.

{% stepper %}
{% step %}

#### Starting the Import Process

1. Go to the Contract page under the Network data section of the sidebar.
2. Click **Add Contract**, then **Import from File**.
3. In the dialog box, **download the DORAedge tenant-specific spreadsheet template**. Use this template to populate Contract data outside of DORAedge.

{% hint style="info" %}
This template is used exclusively for importing Contract records that **do not already exist** in DORAedge. 
{% endhint %}
{% endstep %}

{% step %}

#### Populating the Import Spreadsheet (Offline)

1. Add Contract data starting from Column B, Row 5 by following the instructions provided in Rows 3 and 4 of each sheet in the workbook.
2. Any records (Entities, Branches, Functions, and Providers) referenced in the spreadsheet **must already exist in DORAedge**.
3. To successfully import a new, unique Contract record:
   * Each sheet must contain at least one row per Contract Reference Number.
   * If a Contract has multiple Relationships or Signatories, reuse the same Contract Reference Number in additional rows as needed.
   * Each unique Contract must meet all data validation rules before import.
     {% endstep %}

{% step %}

#### Understanding the Spreadsheet Contents

The downloaded spreadsheet contains two key sheets to help you enter valid data:

* **DORAedge Data**: A reference list of all Entities, Branches, Functions, and Providers already in your organization’s DORAedge account. Select the relevant records from the dropdown menus in the applicable columns.
* **EBA Code References**: A list of predefined Register of Information options from the EBA. Select the relevant options from the dropdown menus in the applicable columns.
  {% endstep %}

{% step %}

#### Saving the Spreadsheet and Importing it into DORAedge

Before uploading your completed spreadsheet, make sure it meets the following requirements:

* **File format:** The file must be saved in **.xlsx format**.
* **Name**: You can use any name. There is no required naming convention for a successful import.
* **Size**: The file must be **smaller than 24 MB**.
  {% endstep %}

{% step %}

#### Validating Imported Contract Data

When importing Contract records, DORAedge guides you through validation in the import wizard:

* **Invalid records**: In the Validate Data step, DORAedge displays all data from your import spreadsheet and flags any errors by sheet. Each issue includes the Cell with Error and an Error Description. Use this information to correct the errors in your spreadsheet, save a new version of the file, and re-upload it.
* **Valid records**: If all data passes validation, the Review & Confirm step appears. Review the data in each tab to ensure everything is accurate before finalizing the import.
  {% endstep %}

{% step %}

#### Reviewing Imported Contract Data

Once imported, each Contract record is assigned a **Record Source** in the Details section of the Contract card, indicating whether it was Manually Added or Imported.

You can also filter the Contracts table by Record Source to quickly view and manage records based on how they were created.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Having trouble successfully importing new Contract records via the import spreadsheet and new functionality in DORAedge? Please email **<support@doraedge.com>** for assistance from the DORAedge team.
{% endhint %}

***

### Exporting Existing Contract Records

Existing Contract records can be exported from DORAedge into an Excel file that contains a separate sheet for each step of the Contracts flow.

This export uses a DORAedge-compatible .xlsx template that can be reused to:

* Import new Contract records
* Update existing Contract records

To export existing Contracts:

1. From the Contracts table, select:
   1. Specific Contracts by selecting individual checkboxes, or
   2. All Contracts by selecting the checkbox in the table header.
2. Click **Export** to download the .xlsx file.

***

### Importing Updates to Existing Contract Records

To import bulk updates to existing contracts,&#x20;

1. Follow all steps in [Exporting Existing Contracts Records](#exporting-existing-contract-records) above, and&#x20;
2. Follow steps 2-6 in [Importing New Contract Records](#importing-new-contract-records).


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