How to Archive External Documents Using an Archiving Template

Learn how to upload external documents to your Precisely archive using an Archiving Workflow Template.

Archiving templates allow you to upload documents while automatically applying metadata, reminders, and archiving rules.

What Is an Archiving Workflow Template?

An Archiving Workflow Template is used for documents that:

• Only need to be stored in the archive
• Do not require approval, review, or signing

How to Upload a File Using an Archiving Template

1. Start the upload process
   • Click Upload signed contracts from the Home or Draft & Sign page 
     
     OR
   • Click Upload files on the Archive page
     
     
     
2. Select a template
   • Choose an archiving template and click Continue
   • If only one template is available, the drafting page will open automatically
     
     
3. Upload your file
   • On the draft page, click Browse and select your document
     
     
4. Review AI-suggested metadata (if enabled)
   • Accept or reject suggested values
     
     

5. Complete required fields

   • Fill in questionnaire answers
   • Click Continue
     
     

   Note:

   • The archive destination is shown at the bottom of the page
     
     
   • Questionnaire fields may require manual input to support reminders and other automations
     
     
6. Finalize the document
   In the project, you can:
   • Manage metadata
   • Add or edit reminders
   
   
   
   

Project Status

• If metadata validation is not required, the project status updates to Complete automatically
• If metadata validation is required, click Complete project to finalize the project and its documents

Need to upload a contract and send it for signing? Click here to learn how.