How do I import contracts to the archive?

Learn how to upload and import legacy contracts to your Precisely archive

Precisely offers unlimited storage for all of your contracts on bank-level secure servers. Features such as smart search, metadata tagging, OCR, filtering and automated archiving make sure that you’re always on top of your contracts.

Please note that the maximum file size for the imported documents is 100 MB.

Importing contracts

Contracts created and electronically signed through Precisely are automatically stored in your digital archive. While legacy contracts and contracts that you've signed manually are easily imported. 

To import contracts, simply

  1. Click Archive in the top menu, 

  2. Click the green New button to the top left,

  3. Click Import document and choose the files you wish to import.

 

Pro tip: you can sort and organize contracts of the same type, or contracts belonging to a certain project, by creating folders and subfolders.