It is estimated that 10 % of all signed contracts in a company have completely disappeared (Faulkner Information Services). They’re gone. Where do you have your contracts today? In the binder? In your email inbox? Somewhere in the cloud? Scattered all over?

Well, not if you use Precisely. Precisely offers unlimited storage for all your contracts. Our secure servers (read: bank level secure servers) give you access to all your contracts in one place – always, anywhere. Smart search and filtering will make it possible to quickly find what you are looking for.

How to import contracts

Let's start with the greatest part. Contracts created in and/or eSigned with Precisely are automatically transferred to - and stored in - your Contract Archive. No more paper.

Legacy agreements, as well as other agreements that you sign manually, are easily imported. Just follow these simple steps:

  1. Click on All contracts in the top menu
  2. Click on the green Import document button
  3. Drag-and-drop the documents you want to import

How to add metadata to a contract

One way of sorting and finding contracts quickly is to add metadata to the contract. Contracts created through custom templates already include some metadata points, but it is (of course) possible to easily add or remove data items to any contract as well. Let's reapply the same logic as above and follow these simple steps:

  1. Click on All contracts in the top menu
  2. Click on any imported or signed contracts. You can see the status of each contract to the far right in the list of all contracts
  3. Add the metadata by filling in the forms

Pro tip:
In the same overview as the metadata, you can also enter fully customizable reminders. Precisely’s smart reminders allow you to get alerts about important milestones regarding your contract. Never miss a deadline again. Set up reminders for any event in the contract lifecycle – and receive alerts via email. The reminders will also appear in your dashboard. Always know when to renegotiate, renew or terminate the contract in time.

How to find your contracts

Finding contracts in Precisely's Contract Archive is really easy.

  1. Click on All contracts in the top menu. 
  2. Contracts created through the platform are fully searchable. Simply enter your keyword in the search box to the left to find all contracts including the keyword. 
  3. You can also use our contract-specific filtering options and filter by contract type, the status of the agreement (e.g. to find all contracts that await signature or all secrecy agreements) or by author, in the left menu under All contracts. 
  4. And it's of course possible to combine both steps above, for instance by filtering Distribution agreements and then searching for Exclusivity

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