Send the PDF through Intake

Use Intake · Queue for PDF workflows. Extraction tries to read vendor, name, dates, cost, and auto-renew from the file. Statuses are Queued, In progress, Completed, or Failed.

  1. Open Intake · Queue on a Standard or Business organization.
  2. Upload the PDF there. Do not assume the file has already created a renewal.
  3. Wait for extraction to complete, or open the item if it failed and fill the fields manually.
  4. Edit proposed values. Suggested fields are proposals, with evidence when the extractor found a quote in the source.
  5. Confirm the vendor. Possible matches are shown so similar names are not duplicated by accident, but you can still create a new vendor.

Approve or reject

Approval creates a new renewal or updates an existing one. Reject drops the item without creating a renewal. Delete sends it to the recycle bin for 30 days.

  1. Correct dates, cost, auto-renew, owner, and cancellation deadline before you approve.
  2. Approve only when the draft matches the agreement.
  3. Reject the item if it should not become a renewal.
  4. After approval, open the renewal to add reminder days, documents, or a confidential flag if needed.
Start tracking renewals