FAQs and Troubleshooting

A list of the most commonly asked questions by Precisely's customers

29 articles in this collection
Written by Erik Legerius and Simon Fouladi

How do I search the archive?

Learn how to search and filter contracts in the archive
Written by Erik Legerius
Updated over a week ago

How do I share a document, folder or template?

Learn more about access policies and how to share items in Precisely
Written by Erik Legerius
Updated over a week ago

How do I confirm my account?

Learn how to confirm your account or accept an organization's invitation
Written by Erik Legerius
Updated over a week ago

Can I integrate Precisely into other systems?

Learn more about API integrations and how to integrate Precisely into your other software systems
Written by Simon Fouladi
Updated over a week ago

How do I save signing messages to reuse them later?

Learn how to save and manage signing messages
Written by Erik Legerius
Updated over a week ago

How does your contract conversion service work?

Learn how Precisely's contract & template conversion services work
Written by Simon Fouladi
Updated over a week ago

How do I add a default signee to a template?

Learn how to add default signees to templates
Written by Erik Legerius
Updated over a week ago

How do I copy a template from one organization to another?

Learn how to copy a template from one organization to another
Written by Simon Fouladi
Updated over a week ago

How do I use folders to categorize my contracts?

Learn how to use folders to categorize contracts
Written by Erik Legerius
Updated over a week ago

How does approval automation work?

Learn how you can automate your organization’s workflow and approval processes.
Written by Simon Fouladi
Updated over a week ago

How can Precisely help us become and stay GDPR compliant?

Learn how Precisely can help you become and stay GDPR compliant
Written by Simon Fouladi
Updated over a week ago

Are contracts created through and uploaded to Precisely secure?

We use TLS encryption and state-of-the-art server infrastructure to keep all your contracts private and protected.
Written by Simon Fouladi
Updated over a week ago

How do I create a Precisely account?

Learn how to sign up for an account in Precisely
Written by Simon Fouladi
Updated over a week ago

How can Precisely benefit my business?

Learn how Precisely can benefit your business
Written by Simon Fouladi
Updated over a week ago

How do I send a contract for electronic signature?

Learn how to use our eSignatures
Written by Simon Fouladi
Updated over a week ago

How do I add my logo to a template?

Learn how to add your company logo to a template
Written by Simon Fouladi
Updated over a week ago

How do I set up reminders and alerts for a contract?

Learn how to set up reminders for any contract to never miss an important deadline again
Written by Simon Fouladi
Updated over a week ago

How do I import contracts to the archive?

Learn how to upload and import contracts executed outside of Precisely to your contract archive.
Written by Simon Fouladi
Updated yesterday

What is the difference between a Member, Manager and Admin?

Learn the difference between the user roles
Written by Simon Fouladi
Updated over a week ago

How do I find imported, pending or signed contracts?

Learn how to find any contract superfast
Written by Simon Fouladi
Updated over a week ago

How do I invite my colleagues to the platform?

Add and manage users, roles and teams
Written by Simon Fouladi
Updated over a week ago

How do I create a new organization in-app?

Learn how to create new organizations in-app to be able to manage multiple companies' (e.g. in a corporate group) in one place
Written by Simon Fouladi
Updated over a week ago

How do I add metadata to a contract?

Learn how to add dates, values and other data items to a contract
Written by Simon Fouladi
Updated over a week ago

How do I switch between different organizations in-app?

Learn how to gain access to all your different companies' contracts without time-consuming logging in and out.
Written by Simon Fouladi
Updated over a week ago

Are electronic signatures legally binding?

Learn more about the legality of eSignatures
Written by Simon Fouladi
Updated over a week ago

Where do I find your Privacy & Cookies Policy?

You can find our Privacy & Cookies Policy here
Written by Simon Fouladi
Updated over a week ago

Where do I find your Terms of Service?

You can find our Terms of Service here
Written by Simon Fouladi
Updated over a week ago

What languages are supported in Precisely?

Precisely is available in Swedish and English
Written by Simon Fouladi
Updated over a week ago

How do I change the application language?

Learn how to change application language
Written by Simon Fouladi
Updated over a week ago