Organize your agreements - updates

microsoft-365/syntex/solutions/agreements-import-agreement.md

@@ -1,5 +1,5 @@
 ---
-title: Import an agreement in SharePoint Agreements
+title: Organize your existing agreements in SharePoint Agreements
 ms.author: chucked
 author: chuckedmonson
 manager: jtremper
@@ -15,45 +15,79 @@ ms.collection:
     - m365initiative-syntex
 ms.localizationpriority:  medium
 ROBOTS: NOINDEX, NOFOLLOW
-description: Learn how to import an agreement in the SharePoint Agreements solution.
+description: Learn how to import and organize your agreements in the SharePoint Agreements solution.
 ---
 
-# Import an agreement in SharePoint Agreements
+# Import agreements in SharePoint Agreements
 
-You can add existing agreements by uploading signed documents. Select a file to be imported as a signed agreement. Details about the agreement will be automatically detected after you save.
+SharePoint Agreements allows you to import your existing agreements effortlessly and gain immediate, valuable insights to help you stay on top of your contractual obligations.
+During the import process, important details about each agreement, such as the first party, second party, effective date, and expiry date, are automatically detected. This ensures that all relevant information is accurately captured and organized.
+Once your agreements are imported, you can immediately gain valuable insights into your contracts such as a clear breakdown of your agreements by category, the key players in your agreements, insights and reminders for agreements that are about to expire. 
+
+You can add existing agreements by uploading signed documents. Details about the agreements will be automatically detected after you save.
 
 > [!NOTE]
 > To import scanned PDF files and extract data from them, you need to enable the [OCR pay-as-you-go service](/microsoft-365/syntex/ocr-overview).
 
-To import an agreement, follow these steps:
+To import agreements, follow these steps:
 
 1. From the Agreements app in Microsoft Teams, start an import by using either of these two methods.
 
-    - On the **Home** tab, select the **Import an agreement** card.
+    - On the **Home** tab, select the **Import a agreements** card.
 
-    - On the **Agreements** tab, select the **Import** button.
+    - On the **Agreements** tab, select the **Import** button and select **Import signed agreements**.
 
-2. On the **Import signed agreements** page, browse to and pick the file that you want to import. The file must be a PDF.
+2. On the **Import signed agreements** dialog, browse to and pick the files that you want to import. The files must be a PDF.
 
    ![A screenshot of Import signed agreements page.](../../media/content-understanding/agreements-import-dialog.png)
 
-3. Choose the workspace where the agreement should be stored, and then pick the category to which the agreement belongs.
+3. Choose the workspace where the agreements should be stored, and then pick the category to which the agreements belongs.
+
+4. Select **Next** to upload and process the files to detect fields. This process may take time, and you can come back to review the detected details. 
 
-4. Select **Next** to process the file and detect fields.
+5. To see the list of agreements pending your confirmation, go to the **Agreements** tab, select the **Import** button and select **Review pending imports**.
+![A screenshot of Agreements app showing the pending imports page with one file.](../../media/content-understanding/agreements-pendingImport.png)
 
-5. Once processing is complete, review the extracted values and confirm if they're correct. If a field isn't applicable, leave it blank.
+6. The **Pending imports** page will open and show you the list of all imported agreements that are pending your review.
+
+7. There are three possible states for each pending import:
+---
+|Status  |Description  |
+|---------|---------|
+|Processing    |The file is still being processed. Check back later.         |
+|Action needed    |Details have been detected, and user action is needed for a few mandatory fields.         |
+|Ready to confirm    |All details have been detected, the file is ready to be reviewed & confirmed.         |
+---   
+8. For files that are ready to confirm, you can either preview the file by clicking on the file, or select the file and confirm the values with the Confirm button on the action bar. You can confirm multiple files in the ready to confirm status at once.
+
+9. For files that are in *Action needed* status, click on the file to preview the file and provide values for mandatory fields. Once all mandatory fields have been set, you can confirm the file.
+   > [!NOTE]
+   > The values in the fields can't be changed later.
+
+10. You can also delete files from the pending imports page. Deleting a file will remove it from the workspace.
+   > [!NOTE]
+   > It might take a few hours for the new agreement to be indexed and show up in the list of agreements.
+
+> [!NOTE]
+> You can either import a single signed agreements, or import multiple agreements in bulk. Depending on the number of files you imported, the experience to review the detected changes differ. 
+
+## Review detected details for a single imported agreement
+If you're importing a single file, you can review the detected details immediately in the same flow.
+1. Once processing is complete, review the extracted values and confirm if they're correct. If a field isn't applicable, leave it blank.
 
    ![A screenshot of the agreement page showing the Confirm fields panel.](../../media/content-understanding/agreements-import-fields.png)
 
    > [!NOTE]
    > The values in the fields can't be changed later.
 
-6. Select **Save** to confirm the import. The imported agreement will be visible in the list of agreements.
+2. Select **Save** to confirm the import. The imported agreement will be visible in the list of agreements.
 
    > [!NOTE]
    > It might take a few hours for the new agreement to be indexed and show up in the list of agreements.
 
 <br>
 
+<br>
+
 > [!div class="nextstepaction"]
 > [See the complete list of help documentation.](agreements-overview.md#help-documentation)

microsoft-365/syntex/solutions/agreements-overview.md

@@ -52,14 +52,14 @@ With SharePoint Agreements, you can:
 |[Licensing requirements](agreements-license-requirements.md)    |Get and assign licenses for SharePoint Agreements.         |
 |[Set up the solution](agreements-setup.md)    |Set up and manage workspaces, add the Agreements app in Microsoft Teams, and more.         |
 |[Get users ready](agreements-user-prereqs.md)    |Get users ready to use all of the  solution features.         |
+|[Organize your existing agreements](agreements-import-agreement.md)    |Add existing agreements by uploading signed documents.        |
 |[Create a template](agreements-create-template.md)    |Create and publish templates, set up fields and sections, configure workflows, and more.         |
 |[Update a template](agreements-update-template.md)    |Find and edit existing templates, and publish updates to a template.         |
 |[Manage sections in a template](agreements-manage-sections.md)    |Publish a new section, insert a section into a template, edit a section, and configure section settings.         |
 |[Create an agreement](agreements-create-agreement.md)    |Create an agreement from a template in Microsoft Teams and in Microsoft Word.         |
 |[Analyze section revisions](agreements-analyze-sections.md)    |Use the **Analyze section revisions** feature to detect changes in embedded sections, summarize the changes, and offer suggestions.       |
 |[View reports](agreements-reports.md)    |Learn about the reports that are available to monitor all agreements, their statuses, and other essential metrics.         |
 |[Receive approval notifications](agreements-notifications.md)    |Learn about approval notifications in the Approvals app and in email.         |
-|[Import an agreement](agreements-import-agreement.md)    |Add existing agreements by uploading signed documents.        |
 
 > [!NOTE]
-> SharePoint Agreements is not yet available for Government Community Cloud (GCC) organizations. However, it is planned and will be available in the future.
+> SharePoint Agreements is not yet available for Government Community Cloud (GCC) organizations. However, it is planned and will be available in the future.