How do I use folders to categorize my contracts?

Learn how to use folders to categorize and sort your contracts

Folders can be used to gather contracts of the same type or those belonging to a certain project in one place.

Creating folders and subfolders

To create folders, simply

1. Click Archive in the top menu, 

2. Click the green New folder button in the top left,  

3. Name your folder and click the blue Create button.

To create subfolders, simply click the main folder to open it and repeat the steps above. 

Moving items into folders

To move a contract or folder into a folder, simply

1. Click Archive in the top menu,

2. Click the Options button (the three dots) on the right-hand side of the contract or folder you wish to move,

3. Click the Move to button, choose the folder that you want to move the item to and click the blue Save button.

Automated folder destinations for Precisely documents

Setting up automated archiving for templates means that all contracts created from the template will be automatically stored in the correct folder. Automated archiving rules on templates enables the following:

• documents will automatically be located in the correct Archive folder, eliminating the need to manually move them one-by-one in the Archive 
• teams with access to the specific folder will automatically get access to:
  • documents in the folder in Archive
  • corresponding projects in Draft & Sign

See how to set up automated archiving on a template level

Importing external documents into the Precisely Archive

Contracts created and electronically signed through Precisely are automatically stored in your digital archive. However, your legacy contracts and manually signed documents can be easily imported.

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