What is contract registration?

Learn how to register external contracts by adding metadata tags and reminders with ease

If you have any external files that you'd like to include, you can upload them to Precisely and enchance them by adding metadata tags and reminders to them. Once you're done adding all data points, you can mark a document as "Registered" to indicate that everything has been set up when it comes to that exact document.

Importing contracts

As a first step, you need to upload a file you wish to register

. Please note that 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 Precisely archive.

Registering a contract

To register a contract, simply:

1. Click Archive in the top menu and select Show only unregistered in the left-hand menu,

2. Click the document you’d like to register and open it in the registration view by clicking the View and register button,

3. To create a metadata tag or a reminder, simply click the markup and set the parameters for the metadata tag/reminder. See how to add metadata and set up a reminder.

4. Once you have finished the process of accepting and/or adding all metadata in the contract, turn on the REGISTERED toggle button. By registering, you're marking that you've completed adding metadata for this document.