---
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)
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# 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.

<iframe width="200" height="113" src="https://www.youtube.com/embed/feT6-5nD-T0?list=PL3fVIE2ikThIzEtaigSVS3UWJRVe4O1ud" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### Importing contracts

All contracts created in and/or electronically signed with Precisely are automatically stored in your digital archive.

While legacy agreements, as well as other agreements that you sign physically, are easily imported. To import contracts, simply:

1. Click *Archive* in the top menu,
2. Click the green *Upload files* button in the top left,
3. Browse and select the files you want to upload

Vóila! Your contracts are now stored in your [secure](https://precisely.se/security/) Precisely archive.

![Screenshot 2024-06-05 at 13-58-55-png-1](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-06-05%20at%2013-58-55-png-1.png?width=409&height=307&name=Screenshot%202024-06-05%20at%2013-58-55-png-1.png)

### Creating a folder

Folders are used to organize e.g. multiple contracts of the same type or contracts belonging to a certain project. Also, folders let you easily control access to different groups and teams that should (not) be able to view certain types of documents. To create folders, simply:

1. Click *Archive* in the top menu,
2. Click the green *New* button on the top left and choose *New folder,*
3. Name your folder, e.g. "Employee agreements" or "Secrecy agreements", and click the blue *Create* button.

To create subfolders, repeat these steps when you’re in the main folder.

![Screenshot 2022-07-26 at 10.45.52](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2010.45.52.png?width=410&height=250&name=Screenshot%202022-07-26%20at%2010.45.52.png)

To move a contract to a folder,

1. Drag the contract do the desired folder, or
2. Click the O*ptions* button (the three dots) on the right-hand side of the contract you wish to move and choose *Move to*. Select the folder that you want to move your contract to and click the blue *Save* button.

![](https://help.precisely.se/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio439827186177f6fcdb63d98fafb278d16Screenshot+2021-12-27+at+14.45.40-Feb-09-2022-07-01-21-05-AM.png)

### Adding metadata to a contract

Metadata is information about your contracts that can also be used to filter and locate them. Contracts created through automated templates in Precisely may already include some metadata points, but you can add or remove data points to contracts as well.

For external contracts you upload or import to Precisely, you can let **Precisely AI** work for you and automatically suggest metadata keys, values, clauses, and the summary. [Read more](https://help.precisely.se/en/precisely-ai?hsLang=en)

![AI 2](https://help.precisely.se/hs-fs/hubfs/AI%202.png?width=688&height=349&name=AI%202.png)

To edit a contract’s metadata, simply:

1. In your archive, choose the contract which metadata points you wish to edit,
2. Click the blue *Add* (or *Edit*, if the contract already has metadata points) button under the metadata section,
3. Fill out relevant metadata points and click the blue *Save* button.

You can also [set metadata points](https://help.precisely.se/en/articles/504276-how-do-i-add-metadata-tags-to-contracts-and-automated-templates?hsLang=en) for template documents, causing all drafts generated from that template to include that metadata.

![Screenshot 2022-07-26 at 10.51.25](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2010.51.25.png?width=688&name=Screenshot%202022-07-26%20at%2010.51.25.png)

### 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).

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)

![Screenshot 2023-09-01 at 14.01.28](https://help.precisely.se/hs-fs/hubfs/Screenshot%202023-09-01%20at%2014.01.28.png?width=688&height=374&name=Screenshot%202023-09-01%20at%2014.01.28.png)

### Finding your contracts

You can use the search and advanced filter functions to locate a contract in your archive:

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. [Some plans](https://precisely.se/pricing/) also include OCR, making all imported **.pdf** documents 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* and searching for *Exclusivity.*

You can also [save frequently used filter combinations](https://help.precisely.se/en/articles/3585845-how-do-i-search-the-archive-use-filters-and-set-up-filter-segments?hsLang=en) as segments for quick access.

![](https://help.precisely.se/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio439827430bc01e70df4185d3093bf2c5dScreenshot+2021-12-27+at+14.50.34-Feb-09-2022-07-01-22-83-AM.png)

### Using metadata columns

You can add additional columns based on metadata to your archive view to see additional information about your contracts. To add columns in the Archive, simply

1. Click the *Columns* button on the right side above the default columns,
2. Check one or more metadata options to display that column (and information about your contracts) in the archive.

![](https://help.precisely.se/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio439827576eb1a57048d024fea9f6014bfScreenshot+2021-12-27+at+14.51.26-Feb-09-2022-07-01-23-71-AM.png)

 

**Note:** The additional information of the column will only be shown if the contract has been tagged with that metadata. Don’t forget to [add metadata tags](https://help.precisely.se/en/articles/504276-how-do-i-add-metadata-tags-to-contracts-and-automated-templates?hsLang=en) to your contracts and templates.

### Changing the access policy of a contract or template

Access policies are used to limit access to specific contracts, templates, or folders. There are three levels of user access; *Me and Admins/users with inherited access, Share with teams,* and *Everyone in the organization*. Setting an access policy to *Share with teams* means that only the [teams](https://help.precisely.se/en/articles/389424-inviting-and-setting-up-your-team?hsLang=en) of your choosing can access that item.

To change the access policy of a contract or template, simply:

1. Click *Archive* or *Templates* in the top menu,
2. Click the contract or template that you wish to change the access policy of,
3. Click *Change access policy* on the left-hand side and select who gets to access the specific contract or template. Then click the blue *Save* button.

**Note**: If you select *Share with teams* as an access policy, you will be asked to select which teams can access the specific contract or template before clicking the blue *Save* button.

![Screenshot 2022-07-26 at 11.16.29](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2011.16.29.png?width=688&name=Screenshot%202022-07-26%20at%2011.16.29.png)

### Changing the access policy of a folder

1. In the archive, click the *Options* button (the three dots) on the right-hand side of the folder where you wish to change the access policy,
2. Click *Access policy,* select who gets to access the folder, and click the blue *Save* button.

![](https://help.precisely.se/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio43982784449a1a714fc505c35bac9fe44Screenshot+2021-12-27+at+14.54.44-Feb-09-2022-07-01-25-59-AM.png)

 

**Note**: If you select *Share with teams* as an access policy, you will be asked to select which teams can access the folder before clicking the blue *Save* button.

 

### [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)
    - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign)
    - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing)
    - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions)
    - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings)
    - [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information)
- [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content)

    - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api)
    - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration)
    - [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp)
- [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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