Most scheme agreements come to you as a PDF from the paying agency. [[company/farmwalk|Farmwalk]] can read those PDFs, extract the agreement details, match parcels and pre-build the agreement so you don't have to type it all in.
Starting an import
Open Schemes
Click Add Scheme and choose Upload a PDF (or use Bulk Upload for several files)
Select the agreement PDF from your device
What happens behind the scenes
The import goes through a sequence of stages, each shown on the imports dashboard:
Queued - waiting in line
Extracting - text and tables pulled from the PDF
Verifying - [[company/sanity|sanity]] checks against the scheme catalog
Parsing - actions, options and capital items identified
Matching - parcels matched to your land data
Building - draft agreement assembled
Ready for Review - waiting for you to review and save
Imported or Failed - final state
Reviewing the draft
When the job reaches Ready for Review, click into it to open the review screen. You'll see:
The extracted agreement reference and dates
The selected options or actions
The parcel matches with a confidence score
Any warnings or notes from the importer
Correct anything that is wrong, then save the agreement.
After saving
The agreement appears in your Schemes list with the right tier, options, capital items and parcel assignments already populated. From there you can add evidence and start tracking compliance.
Tips
Make sure your land data is up to date before importing - parcel matching only works against parcels [[company/farmwalk|Farmwalk]] knows about
Always check the parcel match confidence on the review screen; correct any low-confidence matches by hand
If extraction fails, the original PDF is preserved - you can either retry or fall back to the manual builder