Upload Single or Range of Agreements
Use the cursor to select a single agreement or range of agreements to upload, making sure you have included the first line of each agreement to be uploaded. The columns selected are NOT important and entire rows do not need to be selected.
Agreement & Funding Wizard looks through the spreadsheet between the top and bottom of the range you have indicated.
If you have selected a range and only included the first line of the last agreement to be uploaded, the Wizard will continue past the end of the selected range to complete the last agreement.
Click the ‘Upload’ icon and select ‘Upload Selected’ indicated by the cursor on the ribbon.
The Agreement(s) will be updated/created.
Refer to section: