Can I Upload an Existing Agreement into X-PRO Service?

Overview

Yes, X-PRO Service allows you to upload an existing agreement and manage it directly from the Agreements section. This helps you keep all your customer agreements organized and track their status from a centralized location.

Steps to Upload an Existing Agreement

• Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.

• In the top-right corner of the page, click Create. From the dropdown menu, select Create Service Agreement.

• After clicking Create Service Agreement, you will see an options to Upload Existing Agreement. Click on the Upload Existing agreement.

• Browse and select the agreement file from your device.
• Enter any required agreement details.
• Complete the upload process

• Once the file is uploaded, click Next to proceed.

• Click on the Create Agreement and fill in the required agreement information, such as Service project details, agreement name, group, account and contact. Review the information and Create the agreement.

• The uploaded agreement will open in the editor, where you can edit and update the Service Agreement according to your requirements.

Related Article

• How Do I Create a New Agreement in X-PRO Service
• Can I Duplicate an Agreement
• Can I Filter Agreements Based on Their Status
• How Do I Edit an Existing Agreement
• How Can I Track the Status of My Agreements

Updated on: 10/06/2026