Learn more about the migration of legacy contracts and how can Precisely assist you in the process of importing your old, external contracts into Precisely's smart Archive
Storing your external contracts in the Precisely Archive lets you stay on top of all your contracts.
By setting up reminders, metadata, and folder structure for your documents, you will be able to:
- search, filter and export the list of your contracts based on multiple criteria in seconds
- receive automated reminder notifications for all your tasks regarding specific documents
- keep control of which teams and departments can view and access specific folders
What can Precisely do for me?
In the Precisely Archive, you're able to bulk import your documents into a specific folder or a subfolder. Read how to do it
However, adding all the smart features on each document separately - such as setting up metadata - can take a lot of time. But don't worry, Precisely can help you with most of the tasks!
We can assist you in migrating your legacy contracts and the following data:
- Document name
- Document description
- Folders & Structures
Please keep in mind that we're still not able to migrate:
- Document reminders
- Document relationships
Once your contracts are in the Archive, you can - of course - set up reminders and relationships, but it needs to be done manually.
“Sounds great, how do we get started?”
Once you've signed up for our digital platform and would like to request the migration of legacy contracts as a service, please contact your Customer Success Account Manager or simply send an email to firstname.lastname@example.org.
You'll then receive further instructions on what exact information is needed from you in order for us to successfully migrate your old contracts. This can depend on your package, but also on what data you'd like us to migrate.