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Mass project generation

How to easily generate multiple projects from a contract template?

Updated over a week ago

Start a new project

  • To create multiple projects at once, begin by clicking the "+ New Project" button, then select the option "Start a Project."

  • Select the project type for which you want to generate multiple projects.

  • Once the project creation form appears, click the "Bulk generate" button.

  • Finally, click "Download Template" to obtain the Excel file that will be displayed.

Fill Out the Excel Template with Required Information

After clicking "Download Template," Tomorro will generate an Excel file for you to fill out. This file allows you to input the necessary information for project generation.

Do not change the column order or rename them.

The Excel file contains the following columns:

  • Mandatory fields for generation, highlighted in orange with an asterisk.

    • Counterparty = name of the contracting party

  • Fields related to the contracting party, highlighted in yellow.

    • Signer 1: contracting party's signer (email address)

  • Additional fields created on the platform, highlighted in white (optional).

    • Fill out only the ones you need!

One completed row = one generated project.

Bulk Project Generation

Once the Excel file is filled, you can re-import it in Step 2.

  • Click "Import Template."

  • When project creation is successful, a filtered view will be automatically generated to facilitate project access and review. You can rename this view as needed.

Generated projects are created with the status "In Preparation."

If the generation fails, Tomorro will provide a list of errors along with the corresponding rows and the cause of each error.

After correcting these errors, simply re-import the corrected file to generate the projects successfully.

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