How to add contracts to BRM - BRM Support Page

For all BRM users (BRM Lite & Enterprise)

There are multiple ways to add contracts in BRM. Below are the most common methods.

Connect your inbox to BRM

Connect your inbox to BRM to automatically import signed agreements. BRM’s contract collector scans your authenticated Gmail for fully executed vendor agreements. It securely stores relevant documents and provides a review process to keep your organization organized and up-to-date, all while maintaining strict privacy controls.

Import contracts in bulk

Navigate to Agreements
Click the ”+” next to Agreements in the leftside menu, or the upload agreements button in the upper right corner.

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Drag in as many contracts as you would like
BRM will match the contracts to their respective tools and vendors and extract values

Document Upload

Invite your teammates to BRM to capture contracts in their inboxes

If your teammates frequently sign DocuSigns or receive contracts by email, invite them to BRM. By connecting their inbox, BRM will automatically capture all of their agreements.