Manage Duplicate Documents in Agreement Manager

When organizations bring agreements together from multiple sources—such as shared drives, legacy systems, or existing repositories—duplicate documents can quickly create confusion. Duplicate records can affect reporting, search results, and confidence in the accuracy of an agreement repository.

That’s where Agreement Manager's Duplicate Document feature helps!

 As agreements are uploaded or ingested, Agreement Manager helps identify exact duplicates before they become additional records in the system. 

Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how this feature compares key elements of the document—including text, images such as signatures, and form fields—to determine whether an incoming agreement is an exact match to one already in Agreement Manager.

Key Take-aways:

• Keep Agreement Manager data accurate when teams import agreements from multiple sources. 
• Duplicate files are agreements that are visually identical to and have the same content as an existing document in Agreement Manager 
• Duplicate document management tasks are completed by users with upload permissions for Agreement Manager, such as administrators and contract managers. 

Additional Resources:

For further information about managing duplicate documents in Agreement Manager, check out the following article:

 Duplicate Document Management in Agreement Manager

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Continue the Conversation:

How have you or your team used the Duplicate Document Management in Agreement Manager functionality ? We’d love to hear from you. Please also feel free to ask any questions in the comments.