Smart Contract Upload
The Smart Contract Upload feature brings automation to the heart of contract management in Rillet. Powered by Aura AI, it instantly converts your contract or order form into a ready-to-use Rillet contract—streamlining setup, minimizing errors, and accelerating your workflow.
To upload a smart contract:
Go to Accounts Receivable > Contracts.
Click the three dots (...) next to + Add Contract.
Select Smart Contract Upload from the dropdown menu.
Drag and drop your contract file or click Browse files to upload it.
Smart Contract Builder Results:
Once processed, the contract is automatically populated in Rillet’s Contract Builder for user review and confirmation. Key details extracted include:
Dates – contract start and end terms
Products – product names and associated revenue mapping
Prices – product and service pricing along with discounts and tax amounts
Invoicing schedule – billing cadence pulled directly from the document
Revenue generation – schedules automatically created based on contracted products
This ensures the contract is ready for validation while keeping billing and revenue recognition aligned with the original agreement.
Review Contract Details:
After the contract is generated, follow the standard Contract Builder workflow to verify extracted terms and activate the contract.
Click Confirm contract.
The contract will now appear in your active contracts list in Rillet, ready for use in reporting and invoicing.
See Also
For related workflows and setup steps, see the following articles:
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