--- title: How to Archive External Documents Using an Archiving Template description: Upload and archive external documents in Precisely using an archiving template, with automated metadata, reminders, and streamlined workflows. --- [Skip to content](https://help.precisely.se/en/how-to-archive-external-documents-using-an-archiving-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) 3. [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive) # How to Archive External Documents Using an Archiving Template ## Learn how to upload external documents directly to your Precisely archive using a template Learn how to upload external documents to your Precisely archive using an [**Archiving Workflow Template**.](https://help.precisely.se/en/how-do-i-create-an-archiving-workflow-template?hsLang=en) 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 ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-15%20at%2011-31-22-png.png?width=670&height=157&name=Screenshot%202026-04-15%20at%2011-31-22-png.png) ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-15%20at%2010-56-06-png.png?width=535&height=338&name=Screenshot%202026-04-15%20at%2010-56-06-png.png) 2. **Select a template** - Choose an archiving template and click **Continue** - If only one template is available, the drafting page will open automatically ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-15%20at%2010-36-32-png.png?width=670&height=440&name=Screenshot%202026-04-15%20at%2010-36-32-png.png) 3. **Upload your file** - On the draft page, click **Browse** and select your document ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-15%20at%2014-02-27-png-1.png?width=670&height=277&name=Screenshot%202026-04-15%20at%2014-02-27-png-1.png) 4. **Review AI-suggested metadata (if enabled)** - Accept or reject suggested values ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-17%20at%2014-37-41-png-1.png?width=670&height=695&name=Screenshot%202026-04-17%20at%2014-37-41-png-1.png) 5. **Complete required fields** - Fill in questionnaire answers - Click **Continue** **Note:** - The archive destination is shown at the bottom of the page ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-17%20at%2014-46-16-png.png?width=670&height=285&name=Screenshot%202026-04-17%20at%2014-46-16-png.png) - 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 ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-04-17%20at%2014-50-42-png-1.png?width=670&height=353&name=Screenshot%202026-04-17%20at%2014-50-42-png-1.png) #### 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? 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