--- title: How Do I Create and Draft From an Intake Workflow Template? description: Learn how to create and use an intake workflow template to upload external contracts to Precisely for approval, negotiation, and signing --- [Skip to content](https://help.precisely.se/en/how-do-i-create-and-draft-from-an-intake-workflow-template#main-content) [![Precisely\_logo\_black-1](https://help.precisely.se/hs-fs/hubfs/Precisely_logo_black-1.png?width=116&height=40&name=Precisely_logo_black-1.png)](https://preciselycontracts.com/) Open main navigation Close main navigation - [Go to preciselycontracts.com](https://preciselycontracts.com/) [Go to preciselycontracts.com](https://preciselycontracts.com/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.precisely.se/en?hsLang=en) 2. [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en) # How Do I Create and Draft From an Intake Workflow Template? ## Learn how to create and use an intake workflow template to upload external contracts to Precisely for approval, negotiation, and signing ### What is an intake template? An Intake Template is a workflow template designed for working with documents that originate outside of Precisely. It is commonly used when you receive a contract or other document from a counterparty and want to manage the approval, negotiation, and signing process within Precisely. ### How does it differ from other workflow types? | Workflow Type | Purpose | | --- | --- | | Draft & Sign | Create and manage documents created within Precisely | | Intake | Upload external documents and manage them through approval, negotiation, and signing | | Archiving | Upload externally signed documents directly to the Precisely archive |   ### How do I create an Intake template? Admins and Managers can create an Intake Template by navigating to **Workflow Templates** and selecting **New Template**. 1. Click **New Template** 2. Select **Intake Workflow** 3. Enter a title and description 4. Click **Create**   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-03-20%20at%2013-55-21-png.png?width=475&height=191&name=Screenshot%202026-03-20%20at%2013-55-21-png.png)   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-04%20at%2013-29-52-png.png?width=548&height=481&name=Screenshot%202026-06-04%20at%2013-29-52-png.png)     ### Upload Slots Upload slots define the documents that users will upload when drafting from the template. **Note:** Upload slots can be used only to upload .DOCX files when drafting. Working with other file types? [Read here.](https://help.precisely.se/en/how-do-i-create-and-draft-from-an-intake-workflow-template#Uploaded_files_settings) To create an upload slot: 1. Click **New Upload Slot** 2. Enter a document title 3. Click **Create** For each upload slot, you can configure: - Metadata - Appendices - Reminders - Approval rules - Default signees - Archiving settings - Other workflow settings These settings will be applied to all documents uploaded to that slot.   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-04%20at%2013-36-10-png.png?width=670&height=238&name=Screenshot%202026-06-04%20at%2013-36-10-png.png)   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-04%20at%2013-48-28-png.png?width=670&height=375&name=Screenshot%202026-06-04%20at%2013-48-28-png.png) #### Required Uploads Optionally, you can mark an upload slot as **Required** in the document's settings menu. ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2014-48-29-png.png?width=670&height=459&name=Screenshot%202026-06-12%20at%2014-48-29-png.png) When enabled: - Users must upload a document before they can finish drafting the agreement. - The **Continue** button remains disabled until all required upload slots contain a file.   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-16%20at%2008-37-42-png.png?width=670&height=247&name=Screenshot%202026-06-16%20at%2008-37-42-png.png) ### Uploaded Files Settings If you do not want to use predefined upload slots, or if you need to upload other file types such as PDFs, use the **Uploaded Files** settings to configure metadata and reminders for documents uploaded through the template. To configure these settings: 1. Enable the **Allow Uploads of Documents During Drafting** toggle to display the **Uploaded Files** section. 2. In the **Uploaded Files** section, configure the metadata and reminders that should automatically apply to all documents uploaded using the template.   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-07-03%20at%2013-17-24-png.png?width=2256&height=698&name=Screenshot%202026-07-03%20at%2013-17-24-png.png) ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-07-03%20at%2013-18-24-png.png?width=2162&height=988&name=Screenshot%202026-07-03%20at%2013-18-24-png.png)   ### Additional Template Settings Intake Templates support the same workflow configuration options as other automated templates including approval, default signee, and archiving settings. To learn more about Precisely's workflow template settings, [see our guide here. ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2015-25-30-png.png?width=670&height=630&name=Screenshot%202026-06-12%20at%2015-25-30-png.png)](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en) ### Converting Existing Templates You can convert existing Draft & Sign or Archiving workflows into Intake workflows. **Important:** If the template contains existing template documents, those documents will be removed during the conversion process. A warning message will be displayed before the change is applied. ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2016-42-16-png.png?width=670&height=458&name=Screenshot%202026-06-12%20at%2016-42-16-png.png)   ### How do I draft from an Intake Template? 1. Click **Upload** from the Home page or the **Draft & Sign** page. 2. Select **Draft from Uploaded Document**. 3. Choose the Intake Template you want to use. 4. On the drafting page, click **Upload** for the relevant upload slot and select your file. 5. Preview or replace the uploaded document if needed. 6. Click **Continue** to create the draft. 7. Once the draft has been created, you can send the document for review, approvals, negotiation, and signing. ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2015-53-23-png.png?width=670&height=230&name=Screenshot%202026-06-12%20at%2015-53-23-png.png)   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2015-54-15-png.png?width=670&height=417&name=Screenshot%202026-06-12%20at%2015-54-15-png.png)   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2016-10-06-png.png?width=670&height=191&name=Screenshot%202026-06-12%20at%2016-10-06-png.png)![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2016-12-35-png.png?width=670&height=179&name=Screenshot%202026-06-12%20at%2016-12-35-png.png) **Note:** The **Draft from Uploaded Document** option becomes available to users only when they have access to at least one Intake template in the organisation. #### Editing Uploaded Documents When uploading an external .docx file, users cannot directly edit or make any changes to the document in the Precisely platform. However, it is possible to to make the uploaded file editable in Precisely by selecting **Convert to editable format next to the document version** in the project.![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2016-20-14-png.png?width=670&height=194&name=Screenshot%202026-06-12%20at%2016-20-14-png.png) ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-12%20at%2016-20-35-png.png?width=670&height=290&name=Screenshot%202026-06-12%20at%2016-20-35-png.png) **Important Note:** Converting an uploaded file to a Precisely document may result in a loss of formatting not supported in our platform.  To make changes to the document without losing formatting, ensure that the changes are done in Word before importing the new version.  ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-06-16%20at%2009-29-14-png.png?width=670&height=235&name=Screenshot%202026-06-16%20at%2009-29-14-png.png) - [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en) - [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content) - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates) - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references) - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation) - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling) - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation) - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning) - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive) - [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content) - [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions) - [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation) - [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs) - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications) - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication) - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control) - [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content) - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant) - [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content) - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings) - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign) - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing) - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions) - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings) - [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information) - [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content) - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api) - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration) - [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp) - [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content) - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods) - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations) - [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en) - [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en) [![Chill listening crop-3](https://help.precisely.se/hubfs/Precisely_logo_black.svg "Chill listening crop-3")](https://www.preciselycontracts.com) Precisely's Help Center Copyright © 2025, Precisely AB