What Is Contract Registration?

Learn how to register external contracts by adding a description, metadata tags and reminders

External files can be uploaded directly to your Precisely Archive. Use our View and register feature to add a description, metadata tags, and reminders to your uploaded documents. Once completed, you can mark the document as Registered to indicate that the registration process has been completed.

How To Import Contracts To The Archive 

Files can be uploaded directly to the Archive. 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.

How To Register A Contract

1. On the Archive page, select All unregistered files in the Default filters menu

2. Open a document in the registration view by clicking View and register in the document's options menu

3. Add a description, metadata tags, and reminders to the document. Learn more about adding metadata and setting up reminders.
4. Once completed, switch on the Registered toggle in the right-hand corner of the page. Updating the document's status to Registered indicates that you have completed adding a description, metadata, and reminders.