Contract Ingest Feature Requirements and Guidelines

Contract Ingest Feature Requirements and Guidelines

To ensure a smooth and successful experience using the Ingest feature, please carefully review and adhere to the following requirements.

1. Email Sending Requirements

• Use a Company Domain:
  Emails must be sent from an official company email domain or that of a legitimate subsidiary.

  • Example: @Tabscompany.com

• Multiple Domains Supported:
  We can configure multiple company domains to be associated with a single Tabs instance.

• Consultants, Lawyers, Advisors:
  If your company uses a consultant, lawyer, or external advisor to send emails, we cannot reliably associate their domain with the merchant instance.

  • Manual Upload Required:
    Emails sent from third-party domains must be manually uploaded.

2. Attachment Requirements

• Must Include a PDF Attachment:
  The email must contain an attached PDF document.

• Signature Platforms (DocuSign, PandaDoc, etc.):
  When using platforms like DocuSign or PandaDoc, ensure the integration is configured so that once the signature is completed, a PDF copy of the signed document is automatically attached in addition to including the e-signature link.

  • ❌ Simply sending a link (DocuSign/PandaDoc) without a PDF attachment will not work.

Following these steps ensures a smooth and reliable Ingest setup, helping our customers avoid common pitfalls and streamline their workflow. Please reach out to your implementation or customer success team for further questions.