To help keep your contract repository clean and accurate, SpotDraft alerts you if a contract you're uploading looks like a potential duplicate. This feature ensures users don’t accidentally create multiple contract records for the same agreement and instead upload new versions to the existing one.
Here’s how it works:
Step 1: Uploading a New Contract
Click “+New” from your dashboard and choose:
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Upload for Review
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Upload for Signature
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Upload Executed Contract
Note: This feature is currently not available for bulk uploads or the “Others” contract type.
Step 2: Add Contract Details
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Upload Your Document: Select and upload the file.
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Enter Metadata: Select the contract type, counterparty name(s), and your organization entity.
Once this is done, SpotDraft will automatically check if there's an active contract with:
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The same counterparty
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The same contract type
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A status that’s not deleted, voided, completed, or hard deleted
Step 3: Reviewing Potential Duplicates
If SpotDraft detects similar contracts:
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You’ll see a message like “We found 2 similar contracts...”
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The similar contracts will be listed with key details (name, status, user, date)
You’ll have two options:
✅ Upload as a New Version
Clicking "Upload New Version" will take you to the Summary page, where you can complete the upload to the selected contract as a new version.
📁 Continue as a New Contract
You can ignore the flag and continue uploading the document as a new contract entry instead.