Video Walkthrough
Overview
The Activity Monitor is designed to streamline the document ingestion process, offering multiple upload methods and real-time tracking of document processing status. Whether you’re adding individual contracts or bulk uploading entire folders, the Activity Monitor ensures smooth integration into your knowledge base.Key Benefits
- Multiple upload methods for maximum flexibility
- Real-time processing status tracking
- Automatic duplicate detection
- Integration with popular cloud storage platforms
- Comprehensive error handling and resolution
Upload Methods
Chamelio offers three convenient ways to add documents to your repository:- Manual Upload
- Google Drive Integration
- Email Integration
Direct File Upload
The most straightforward method for adding documents:1
Access Upload Area
Navigate to the Activity Monitor and locate the upload section
2
Add Documents
Choose from two options:
- Drag and Drop: Simply drag files or entire folders into the upload area
- File Browser: Click “Choose files” to browse and select documents from your device
3
Monitor Progress
Watch as your documents are processed and added to the repository
Manual upload supports both individual files and bulk folder uploads, making it easy to migrate existing document libraries.
Document Processing Status
The Activity Monitor provides real-time visibility into document processing with clear status indicators:In Progress
Document is currently being processed and analyzed by Chamelio’s AI systems
Completed
Document has been successfully processed and added to your repository
Skipped
Upload paused, typically due to unsigned document detection
Missing
Organization not identified as a party to the agreement
Duplicate
Document already exists in your repository
Failed
Technical upload error occurred during processing
Handling Upload Issues
Manual Override Options
When documents encounter processing issues, you can take corrective action:1
Identify Issues
Review documents with “Skipped,” “Missing,” or “Failed” status in the Activity Monitor
2
Access Document Details
Click on the problematic document to view detailed information and error messages
3
Provide Missing Information
Enter required information such as:
- Contract parties and counterparties
- Document type classification
- Effective dates
- Other relevant metadata
4
Retry Processing
Submit the corrected information to retry document processing
Common Issues and Solutions
Unsigned Documents
Unsigned Documents
Issue: Document marked as “Skipped” due to unsigned statusSolution:
- Verify if the document should be processed despite being unsigned
- Use manual override to force processing if appropriate
- Wait for signed version if document is still under negotiation
Organization Not Recognized
Organization Not Recognized
Issue: System cannot identify your organization as a party to the agreementSolution:
- Manually specify your organization’s role in the contract
- Update organization settings to include alternate names or entities
- Review document for proper party identification
Duplicate Detection
Duplicate Detection
Issue: Document already exists in repositorySolution:
- Review existing document to confirm it’s truly a duplicate
- Check if this is an updated version that should replace the original
- Use version management if this represents a contract amendment
Integration with Other Features
Knowledge Center
Documents uploaded through Activity Monitor populate your Knowledge Center
Collections
Newly processed documents automatically appear in relevant Collections
Template Management
Analyze uploaded documents against your template library
Automations
Trigger automated workflows based on document upload status