Being able to organize and locate documents in your document archive is crucial. Finding a contract in the Precisely platform only takes a few seconds. 

Searching and filtering

To search and filter for documents, simply: 

  1. Click Archive in the top menu.
  2. Contracts created through the platform as well as imported .doc and .docx documents are fully searchable. Simply enter your search term in the search box to the left to find all contracts including the term. Some plans also include OCR, making all imported contracts fully searchable. 
  3. You can also use the extensive range of filters to locate contracts. Click the Add a filter drop down menu, select a filter and set the conditions. 
  4. It's also possible to combine both steps above. For instance, by filtering for a Contract category - Distribution agreements and then searching forExclusivity”. 

Filtering your contracts is based on the metadata applied to them, such as category, status, value or contract owner. It's also possible to use metadata functionality to filter on all contracts with e.g. a change of control or penalty clause. 

Note: Applying a filter or filter combination applies a universal search to your archive, meaning that it will show all documents matching that filter, regardless if you're searching from within a folder or not. 

Creating filter segments

You can combine multiple filters into a filter segment for quick access. To create a filter segment, simply

  1. Click Archive in the top menu and click the Add a filter drop down, 
  2. Add filters and set their conditions, 
  3. Name that segment under Saved Filters on the left, then click Create. Your filter segment is now saved to your personal account.

Note: Applying a filter or filter combination applies a universal search to your archive, meaning that it will show all documents matching that filter, regardless if you're searching from within a folder or not. 

To clear the archive view of filters, simply click Clear filters to the right of the search box. 

Clicking the headlines in the contract archive also lets you sort documents by contract name, the date on which it was last modified, who it was created by or contract status. 

PS. You can organize and categorize your documents in the archive by using folders and sub folders. 

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