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When bulk uploading agreements into Agreement Manager, categorization currently relies on AI content analysis after ingest, or manual assignment to agreement types/categories/sets. There's no way to leverage the folder structure of the files being uploaded (e.g., from a mapped drive or cloud storage) as a source of categorization metadata.
Many organizations already store historical agreements in a meaningful folder hierarchy, such as:
/Sales/MSAs/2026/
/Procurement/Vendor Agreements/2026/
Today, this structure is lost on upload — every file lands in Agreement Manager as an individual record, categorized only by what the AI infers from the document content, or by tags applied manually afterward.
Request: When uploading a folder (or nested folders) of agreements, allow the folder path to be captured and mapped to categorization fields, for example:
- Auto-populate or suggest an agreement type, category, department, or custom field based on the folder name(s) in the path
- Let admins define a mapping between folder structure and metadata fields before or during upload (e.g., top-level folder → Department, second-level folder → Agreement Type)
- Preserve the original folder path as a searchable attribute on the agreement record, even if the user doesn't set up a mapping
Why it matters: Migrating agreements from network drives, SharePoint, or other DMS tools into Agreement Manager means re-doing categorization work that already exists in the folder structure. Using folder-level information would speed up migration, reduce manual tagging, and give AI categorization a stronger starting signal instead of relying on content inference alone.