Learn how to allow or prevent users from uploading files when drafting a contract from a template
In the template automation, you're also able to allow uploads. This means that once you're drafting from this template, you can upload external files - for example, if you already have an existing third-party contract. But luckily, with Precisely, you're still able to use the automation - such as mandatory approvals, reminders, and metadata - even when working with external contracts!
How to enable external files upload?
To allow uploads when drafting from a template, simply
Click Templates in the top menu and choose the template you want to allow uploads for,
Click the Allow uploads switcher under Documents in the template overview. It turns blue when activated and grey when deactivated.
Automated metadata for uploaded files
By adding metadata tags to a template, all contracts generated from the template will automatically contain those metadata tags.
To add and automate metadata on uploaded files
- Switch on the “Allow uploads” toggle that enables users to upload files when drafting from the template,
- In the “Uploaded files” section, add metadata tags by filling out the metadata boxes. Then, click the blue Save button.
Automated reminders for uploaded files
You can also automate reminders for your uploaded files.
To add an automated reminder, simply
- Click Templates in the top menu and select a specific template.
- make sure the Allow uploads toggle is switched on. This enables you and your team to upload files when drafting from the template. Read more
- in the Uploaded files section, set up a reminder for an uploaded file.
Can I just directly upload and send external files for signing?
Yes, it's also possible to allow users to directly upload the externally prepared document and send it for signing. In this case, no template automation is involved. Admin users can control drafting permissions for uploading and signing.