---
title: Precisely's contract archive
description: Learn more about storing, sorting, categorizing and finding contracts in your AI-powered Precisely archive
---

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1. [Help Center](https://help.precisely.se/en?hsLang=en)
2. [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)

# Precisely's contract archive

## Learn more about storing, sorting, categorizing and finding contracts in your AI-powered Precisely archive

1. [Inviting and setting up your team](https://help.precisely.se/en/articles/389424-inviting-and-setting-up-your-team?hsLang=en)
2. [User roles](https://help.precisely.se/en/articles/390122-user-roles?hsLang=en)
3. [Creating automated templates](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en)
4. [Generating contracts from automated templates](https://help.precisely.se/en/articles/3116197-generating-contracts-from-automated-templates?hsLang=en)
5. [Collaborating on templates and projects](https://help.precisely.se/en/articles/5849142-collaborating-on-templates-and-projects?hsLang=en)
6. [Negotiating contracts](https://help.precisely.se/en/articles/5849149-negotiating-contracts?hsLang=en)
7. [Using e-signatures](https://help.precisely.se/en/articles/385821-using-e-signatures?hsLang=en)
8. Using Precisely’s contract archive
9. [Monitoring, reminders, and alerts](https://help.precisely.se/en/articles/386170-monitoring-reminders-and-alerts?hsLang=en)

 

With Precisely, you have **unlimited** and **secure** storage for all of your contracts.

 

### Importing contracts

Contracts created in or electronically signed through Precisely are automatically stored in your Archive.

You can also import existing agreements, including legacy contracts and agreements signed outside Precisely.

There are two ways to import external contracts:

- **Upload files:** An Admin must enable file uploads in your organization's settings for this option to be available.
- **Use an archiving template:** If you have access to an archiving template, you can use it to import external contracts by following the template workflow. [Learn how to archive external documents using an archiving template](https://help.precisely.se/en/how-to-archive-external-documents-using-an-archiving-template?hsLang=en).

### Uploading files directly to the Archive

If file uploads are enabled for your organization:

1. Open **Archive** from the top menu.
2. Click **Upload files** in the top-right corner.
3. Browse your computer and select the files you want to upload.
4. Follow the prompts to complete the upload.

Your files will then be available in the Archive, where you can organize and manage them.

 

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-27%20at%2016-14-13-png-1.png?width=670&height=119&name=Screenshot%202026-10-27%20at%2016-14-13-png-1.png)

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-27%20at%2016-14-44-png-1.png?width=424&height=316&name=Screenshot%202026-10-27%20at%2016-14-44-png-1.png)

 

### Creating and managing folders

Folders help you organize contracts by type, project, department, or another structure that suits your organization. You can also manage folder access to control who can view the documents they contain.

1. Click **New folder** in the top-right corner.
2. Enter a name for the folder.
3. Create the folder.

To create a subfolder, open the folder where you want it to be located and repeat these steps.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-27%20at%2016-30-08-png-1.png?width=540&height=297&name=Screenshot%202026-10-27%20at%2016-30-08-png-1.png)

### Moving documents and folders

You can move documents and folders to keep your Archive organized.

1. Locate the document or folder you want to move.
2. Open its options menu.
3. Select **Move to**.
4. Choose the destination folder and save your changes.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-27%20at%2016-32-53-png-1.png?width=670&height=174&name=Screenshot%202026-10-27%20at%2016-32-53-png-1.png)

### Finding contracts in the Archive

The Archive offers several ways to find documents, including text search, filters, quick sorting options, and saved views.

### Navigating the Archive

Above the search bar, you can access:

- **All documents:** Browse documents in the Archive.
- **All unregistered files:** Find files that have not been registered as documents.
- **Saved views:** Return to views you have saved for quick access to frequently used document searches.

### Searching and filtering

To search for documents, enter a search term in the search bar.

To narrow down your results using specific criteria:

1. Click **Filter documents** to open the filter panel.
2. Add the conditions you want to apply.
3. Combine conditions as needed to narrow down the results.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-27%20at%2016-48-06-png.png?width=513&height=650&name=Screenshot%202026-10-27%20at%2016-48-06-png.png)

The documents and content that can be searched depend on the file type and the text available to the system. Some plans also support OCR, which makes text in scanned PDF documents searchable.

### Using quick sorting and grouping

You can use the quick options to organize your documents and find relevant contracts more easily.

**Group by**

Use the **Group by** dropdown to organize documents into categories based on a metadata field, such as owner, template used, or contract type. The documents will be displayed in groups according to the selected field.

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2010-08-33-png.png?width=670&height=30&name=Screenshot%202026-10-28%20at%2010-08-33-png.png)

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2010-06-21-png.png?width=670&height=187&name=Screenshot%202026-10-28%20at%2010-06-21-png.png)

### Saving, reusing and sharing views

If you frequently use the same filters, you can save your preferred filter combinations as a view and return to them later.

It's also possible to share views across your organisation, so that all users have access to the same views.

 

How to create a saved view: 

1\. Click save view 

2\. Apply conditions

3\. Give the saved view a name and click save 

 

To share the view, click the options (...) button next to the saved view, click **share** and choose the team you would like to share the view with, or select to share it with everyone in the org 

 

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2010-32-28-png.png?width=562&height=576&name=Screenshot%202026-10-28%20at%2010-32-28-png.png)

 

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2010-33-57-png.png?width=565&height=242&name=Screenshot%202026-10-28%20at%2010-33-57-png.png)

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2010-34-24-png.png?width=557&height=380&name=Screenshot%202026-10-28%20at%2010-34-24-png.png)

### Viewing document details

You can access document information directly from the Archive without navigating away from the document list.

Click a document's name to open a panel containing an overview of the document, including its lifecycle dates, metadata, and access policy.

From this panel, you can:

- **Open document:** Navigate to the document overview page.
- **Preview document:** Open the document in the document viewer.
- **Go to project:** Navigate to the associated project, if you have access to it.

You can also open the document overview page directly by clicking **Open** next to the document name in the list.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2014-05-27-png.png?width=670&height=356&name=Screenshot%202026-10-28%20at%2014-05-27-png.png)

### Managing contract metadata

Metadata is information about a contract, such as its category, parties, dates, or other relevant details. It helps you organize contracts and find them using search and filters.

Documents generated from Precisely templates may already contain metadata. You can also add or edit metadata for uploaded contracts.

To edit a document's metadata:

1. Open **Archive**.
2. Click the document name to open the document details panel.
3. Locate the metadata section and add or edit the relevant information.
4. Save your changes.

 

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2014-27-06-png.png?width=548&height=807&name=Screenshot%202026-10-28%20at%2014-27-06-png.png)

For uploaded documents, Precisely AI can suggest metadata values and other information, depending on the available functionality and your organization's configuration. The Archive indicates when there are suggested metadata tags that have not yet been accepted. Review suggestions for accuracy before accepting them.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2014-56-14-png.png?width=460&height=528&name=Screenshot%202026-10-28%20at%2014-56-14-png.png)

You can also configure metadata fields in templates so that documents generated from those templates include relevant information automatically.

[Learn more about adding metadata to contracts and templates](https://help.precisely.se/en/articles/504276-how-do-i-add-metadata-tags-to-contracts-and-automated-templates?hsLang=en).

 

### Adding a reminder to a contract

All documents created or uploaded through a Precisely template can automatically get reminders, thanks to a [template and workflow automation](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en).

Reminders can be added on the document overview page, accessed by clicking **Open document** 

For your old contracts directly migrated into the Archive, you can easily add a reminder by opening a contract and clicking the "New reminder" button. [Learn more about reminders](https://help.precisely.se/en/articles/386170-monitoring-reminders-and-alerts?hsLang=en)

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2015-11-22-png.png?width=635&height=414&name=Screenshot%202026-10-28%20at%2015-11-22-png.png)

### Managing access policies

Access policies determine who can access documents, templates, and folders.

Depending on the item and your organization's settings, access may be:

- **Restricted:** Available to you, Admins, and users with inherited access.
- **Shared with teams:** Available to the selected teams.
- **Everyone in the organization:** Available to everyone in the organization.

The access policy for each folder is displayed in the Archive, so you can see at a glance whether access is restricted, shared with specific teams, or available to everyone.

### Changing a document's access policy

1. Open **Archive**.
2. Click the document name to open the document details panel.
3. Locate the access policy section.
4. Select the appropriate access level.
5. If you select team-based access, choose the teams that should have access.
6. Save your changes.

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2015-15-10-png-1.png?width=351&height=699&name=Screenshot%202026-10-28%20at%2015-15-10-png-1.png)

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2015-15-34-png.png?width=505&height=581&name=Screenshot%202026-10-28%20at%2015-15-34-png.png)

### Changing a folder's access policy

1. Locate the folder in the Archive.
2. Open its options menu.
3. Select **Access policy**.
4. Choose the appropriate access level and, if applicable, the teams that should have access.
5. Save your changes.

Folder and document access may interact with your organization's access settings. If you need to restrict access to a particular document, check the document's access policy and the relevant folder settings.

### ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2015-17-59-png.png?width=670&height=127&name=Screenshot%202026-10-28%20at%2015-17-59-png.png)

**Switching to table view**

If you prefer to view your documents in a table layout, click the **table icon** in the top bar to switch to table view.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2015-20-06-png.png?width=670&height=118&name=Screenshot%202026-10-28%20at%2015-20-06-png.png)

### Using metadata columns in the table view

In table view, you can add columns based on contract metadata to display additional information about your documents.

To add metadata columns:

1. Switch to **table view** by clicking the table icon in the top bar.
2. Click **Columns** above the document table.
3. Select the metadata fields you want to display as columns.

The selected columns will show the corresponding metadata for each document.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-10-28%20at%2015-27-21-png.png?width=670&height=91&name=Screenshot%202026-10-28%20at%2015-27-21-png.png)

**Note:** Metadata values will only be displayed if the relevant metadata has been added to the document. You can [learn more about adding metadata to contracts and templates](https://help.precisely.se/en/articles/504276-how-do-i-add-metadata-tags-to-contracts-and-automated-templates?hsLang=en).

 

 

### [Next step](https://help.precisely.se/en/articles/386170-monitoring-reminders-and-alerts?hsLang=en)

- [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)
- [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content)

    - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates)
    - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references)
    - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation)
    - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling)
    - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation)
    - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning)
    - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive)
- [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content)

    - [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions)
    - [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation)
    - [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs)
    - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications)
    - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication)
    - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control)
- [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content)

    - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant)
- [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content)

    - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings)
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- [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content)

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    - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api)
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- [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content)

    - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods)
    - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations)
- [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en)
- [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en)

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