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 150 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 Upload files button in the top left,

3. Browse for the files you wish to upload or drag them into the box 

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

Choose to have the 'Upload files' button in the archive 

You have the option to allow or prevent users from uploading files directly into the archive. When this setting is disabled, users will only be able to upload documents via templates.

To adjust this setting, simply

1. Go to organization settings 

2. Find the 'Archiving permissions' setting

3. Click the tab for 'Allow users to upload files in the archive' to switch it on or off

P.S: Would you like to import all your old contracts, and connect metadata & other Precisely features to them? Precisely can help! Read more about our migration service.