Bulk actions for contracts: how to manage contracts at scale

Jeremy Huitson, 18 November 2021

Bulk actions enable legal and business teams to manage growing contract volumes more efficiently. But what are they, and who uses them? Let’s find out.

Contract bulk actions are automated processes whereby legal teams and those they enable can complete contract-related tasks en masse in just a few clicks. With the help of the right contract tools, users can create, upload, send, approve and sign hundreds of contracts in seconds. 

But what are the different types of bulk actions available for contracts, and why should you choose a contract management tool that offers them? 

Through features like bulk actions, Juro’s contract automation software reduces the time spent on contract admin by 75%. If you need an all-in-one contract platform that will scale as fast as your business, hit the button below. 

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Discover everything you need to know about bulk actions and how they can remove bottlenecks in this Juro deep dive. Keep reading or use the links below to navigate this resource.

What are bulk actions? | Types of bulk actions | Advantages of bulk actions | Who uses bulk actions? | How to set up bulk actions in Juro 

What are bulk actions for contracts? juro-bulk-actions-machine-character-min

Also known as mass actions, bulk actions for contracts enable users to complete certain contract-related tasks at scale, saving them time and resources. Typically, these tasks are manual and administrative in nature, making them painful for already busy legal teams to complete individually. 

Using bulk action features eliminates the need to complete repetitive tasks like editing, uploading, and signing contracts over and over again. Bulk actions empower those managing contracts to quickly and efficiently create, edit, approve, send and sign legal agreements en masse. 

What are the different types of bulk actions for contracts?

1. Mass generate / upload 🎨

Bulk generation and upload features allow legal teams and those they enable to create and upload contracts on a large scale in just a few clicks. 

Bulk upload enables users to upload and import multiple documents or contracts in one action, rather than uploading each contract individually. Meanwhile, bulk generation allows users to quickly create large volumes of contracts from scratch using a template. 

This functionality means that importing, exporting, and writing contracts at scale is no longer a tedious process, and contracts can be generated in large volumes without needing a high legal headcount. 

2. Mass send ✉️

Bulk send features enable users to send large volumes of contracts to recipients in seconds, prompting them to either review, approve or sign an agreement. This replaces the process of manually emailing individual copies of contracts to counterparties and colleagues, which can be a time-consuming process when carried out at scale. 

Even when bulk sending contracts using contract management software, users can still personalize messages and customize requests, meaning contracts don’t lose their personal touch in the process.

3. Mass approval ✅

Bulk approval functionality enables contract approvers to approve or reject large quantities of contract review requests in one go, rather than reviewing and approving each one individually. 

This makes contract approval workflows far more efficient for legal counsel, quality assurance executives, and other managers that are responsible for approving contracts.  More often than not, these individuals are already pushed for time but need to approve contracts for them to progress to signing. Allowing them to mass approve these eliminates delays in the contract lifecycle and helps to get contracts to the signing stage faster.

4. Mass sign ✍️

Bulk signing is the process of adding an electronic signature to multiple documents in one go, using one single action. In a contract workflow that uses wet signature, this would usually require that the signatory individually sign each contract one by one. 

By contrast, bulk signing functionality means that signatures can be applied to large volumes of agreements in one go, usually using an automated signing solution.

This is ideal for simple contracts that are typically sent and signed in large quantities, as it eliminates the need for a signatory to manually sign each contract or document individually.

5. Mass archive 💼

Bulk archive, or mass archive, is a feature that allows users to file large volumes of contracts away in an archive tab without needing to individually achieve each contract. Instead, users can select which contracts they want to archive, or archive all contracts with certain attributes (e.g contract values, expiration dates ect) in just a few clicks. 

This feature means that legal and business teams can locate contracts with ease, and group and store them in large quantities for a specific purpose. It also ensures that the contract data is well-organized, and that high levels of legal hygiene are maintained.

6. Mass duplicate ✖️

Some advanced contract management software will also allow users to duplicate contracts en mass, too. This means that legal teams and those they enable can quickly create duplicates of multiple contracts at the same time, instead of having to duplicate each contract separately. 

This is a useful feature for when businesses need to send out lots of very similar contracts. For instance, if a company planned to send out option agreements for all of their employees, they could mass duplicate the contract and just vary the name smartfield details to make it more personal. 

7. Mass move 📤

It can be painful having to manually move contracts from one folder to another, so mass move features are also useful. Also known as bulk move, mass move functionality enables users to filter and select a large group of contracts and move these into a different location in one go. 

This means that contracts in a contract repository can be organized and categorized in seconds, making it easier to view and query important contract data. 

What are the advantages of bulk actions in contracts?

The purpose of a bulk action feature is to make certain parts of the contract workflow more efficient by enabling contract stakeholders to complete certain actions across multiple contracts simultaneously, rather than replicating and repeating the same action numerous times. 

There are a few advantages of this, such as that legal teams and those they enable can:

Save time on contracts ⏰

One advantage of bulk actions for contracts is that they prevent contracts delays and ensure that contracts don’t lose momentum whilst waiting for stakeholders to create, approve, send and sign them.

Bulk actions make high contract volumes more manageable and ensure that there’s a fast and efficient way to tackle legal agreements in a scaling business. 

By reducing the time spent on manual tasks in the contract workflow, in-house legal teams can return to the high-value work they’re trained to do and waste less time on approving and signing standard agreements.

“It has really helped us streamline our processes and save time. We have to produce a lot of contracts and we have a small team so it really helps us when time is so precious”

To find out more about how Juro’s contract automation software can help your teams close contracts 30% faster - check out our case studies.

Create a scalable contract workflow 💗

By opting for contract automation software that allows you to complete contract-related actions at scale, you can ensure that your contract workflow is future-proof and ready to manage increasing contract volumes as your business grows. 

Bulk actions empower legal and commercial teams to quickly generate, approve, send and sign standard contracts, which enables the business to capture revenue quickly and efficiently.

This efficiency is critical to the success of fast-growing businesses, as they’ll need to be prepared to scale their contract workflow, and fast.

Reduce costs 💰

By finding a way to minimise the resources and time required to complete certain actions at scale, companies can reduce the need to hire more people to manage this workload. 

In turn, this reduces the costs for businesses and empowers them to scale quickly and manage more contracts without needing to increase legal and business headcount excessively, which can be an expensive endeavor.

Read more about how Juro’s features have enabled fast-growth businesses to reduce the need to hire additional lawyers in Appear Here’s case study

Empower commercial teams to self-serve 👨‍🏫

Bulk actions make managing large contract volumes more straightforward for business teams like sales, finance, and procurement. This is because bulk actions enable them to quickly generate, import, and export contracts at scale, rather than having to draft each contract individually, which would require a lot of input from legal. 

This encourages a self-serve workflow, which allows legal teams to concentrate on the high-value work that demands their attention the most.

"Juro completely lifted the burden off our legal team by empowering our Sales team to handle the majority of small business contracts from start to finish"

Who benefits from using bulk actions for contracts?juro-bulk-actions-plant-growing-scaleable-min

All contract stakeholders can benefit from the bulk action features that come with certain contract tools, as bulk actions enable users to streamline and scale the tasks required to get all types of business contracts across the line. 

Depending on what types of contracts a company uses their bulk actions for, and which bulk action features they use, the following teams will usually find bulk actions advantageous: 

  • Legal teams
  • Sales teams 
  • Finance teams 
  • People teams
  • Procurement teams

For example, mass approval features enable legal and finance teams to quickly approve large volumes of contracts in just a few clicks. Meanwhile, mass generation features can enable commercial teams to quickly self-serve on hundreds of contracts with ease.

How to set up bulk actions for contracts in Juro 🛠️

Juro’s contract automation software offers legal and business teams the ability to manage large contract volumes with ease, with features that allow users to download, export, create, approve, duplicate, send and sign contracts at scale in seconds. 

Here are just a few examples of how users can quickly and easily use mass actions in Juro’s user-friendly platform:

How to mass upload contracts in Juro 

To find out how to mass upload contracts in Juro, watch the video below or keep reading👇.

 

To mass upload contracts in Juro using a template, you first need to create one. To do this. Set up a template and add your desired smartfields, which should be left empty.

juro-bulk-actions-for-contracts-screenshot-smartfields-minYou should also add empty slots for future signatories, which can be done by pressing enter when adding a signatory, rather than selecting a specific signatory. Depending on your needs, you can also add approvers and receivers during mass upload, but you won’t need to create empty slots for these.

juro-bulk-actions-screenshot-signatories-minNext, go to the ‘Settings’ section and select the ‘Mass actions’ tab. Then select the ‘Browse to add files’ button, which will take you to a screen where you can select the files you want to upload and upload these directly into Juro.

juro-bulk-actions-screenshot-browse-files-min

After that you’ll need to select the template you created previously from the list that appears. Then download the Juro CSV template, which you’ll need to fill in by clicking on the ‘template’ link (which can be found in the first step on the left below).

Once that’s done you’ll need to fill in the CSV template. Each column will correspond with certain data within the template, and each line you add will represent a new document. Simply fill in the cells that are relevant or required and leave those cells that aren’t.

 

Then save the file and upload it into Juro by clicking the ‘Upload CSV’ button at the bottom of the screen. Once everything has been filled in, you’ll want to check the important has been successful and that all of the data has been imported. 

If you happen to make a mistake, simply amend the CSV and select ‘re-import CSV’ to try again. 

juro-bulk-actions-reimport-CSV-screenshot

Once you’re happy with everything, confirm the mass upload by hitting the ‘Create documents’ button. The import result will then be stored in the ‘Mass actions’ section, and selecting ‘show documents’ will enable you to view a full list of uploaded documents in a clean and intuitive dashboard like the one below. 

juro-bulk-actions-dashboard-screenshot-min

That’s it, you’re finished mass uploading your contracts in Juro!

How to sign, duplicate and archive contracts in Juro

To mass sign or mass approve contracts in Juro, simply filter your view on your contract dashboard to either include ‘to sign’ or ‘to approve’. Once you’ve done this, you’ll be shown a long list of contracts that require action. 

From here, you can either select each contract that you want to sign or approve by ticking it in the left-hand column, or you can select all, which will apply the action to all of the contracts listed.

juro-bulk-actions-mass-actions-view-screenshot-min

You can even add additional filters to your query to ensure that you only mass sign signatures under a certain contract value, or that have already received approval.

Now they are selected, press the ‘sign’ button above the dashboard view. This will add your electronic signature to all of the contracts.

juro-bulk-actions-options-screenshot-min

Once these have been mass signed, the contracts will be removed from the ‘to sign’ section, and you’ll have to unfilter your results to view the signed contracts again.

Scale your contract processes with Juro 

Ready to scale your contract workflow with bulk actions? Get Juro. Juro is an all-in-one contract automation platform that helps visionary legal counsel and the teams they enable to agree and manage contracts in one unified workspace. To find out more, hit the green button below.

Topics: Contract magic

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