1. Inviting and setting up your team
  2. User roles
  3. Creating automated templates
  4. Generating contracts from automated templates
  5. Using e-signatures
  6. Using Precisely’s AI-assisted contract registration
  7. Using Precisely’s contract archive
  8. Monitoring, reminders, and alerts

All of Precisely’s plans include electronic signatures for an unlimited number of documents.

Creating a project

To send a document for signing, start by creating a project:

  1. Click Draft & sign in the top menu,
  2. To create a project, click one of the two green buttons on the left-hand side:
    a) New from template lets you choose and draft from one of your automated templates, while
    b) Upload and sign lets you upload a file to send for e-signing.

Pro tip: You can decide whether or not users are allowed to upload and sign files without using a template or approvals in your organization settings.

Choosing recipients

When you’re in a project’s overview,

  1. Click the Signees button and choose New,
  2. Enter the recipient’s information; name, email address and (optionally) organization and role, and
  3. Click the blue Create button.

Note: Your counterparties do not need to have a Precisely account in order to sign. They only need an email address and a connected device (e.g. smartphone or computer) with internet access.

Entering your message and sending for signing

You have created a project and added signees. Continue by clicking the Send for signing button.

  1. Fill out your message to the signees,
  2. Click the blue Send for signing button to send the contract for signing. Simple as that.

Pro tip: You can save signing messages and reuse them each time you send the same type of document for signing. After filling out your message, simply enter a name for the message and click the grey Save button. Your saved messages are found in the Message to signees drop-down menu in the signing message dialogue.

To manage your saved messages, click Manage saved messages in the signing message dialogue. You can also manage your saved messages by clicking your name in the top-right menu and clicking Settings. Your saved signing messages are found at the bottom of your user settings.

Pro tip #2: If you have team members who are responsible for signing certain types of contracts—such as your CEO, your board of directors or heads of departments—you can add them as default signees to templates. Default signees are automatically added as signees to contracts generated from that template.

To add a default signee, simply

  1. Click Templates in the top menu and choose the template to which you wish to add a default signee,
  2. Click the Add default signees button,
  3. Fill out the information and click the blue Create button.

What happens next?

Once all recipients have signed the contract, it's automatically stored in your digital archive. You will also be notified once all parties have signed.

Once all parties have signed, the recipient will receive a signed copy by email.

Are electronic signatures legally binding?

Electronic signatures from Precisely are legally binding in 99,99 % of all cases. They are compliant with regulations within the European Union (see Regulation No 910/2014 – eIDAS) as well as in the U.S. (see Electronic Signatures in Global and National Commerce Act – ESIGN and Uniform Electronic Transactions Act – UETA).

What about the other 0,01 %? In some rare cases, there are provisions in specific laws stating that the contracts need to have a certain form (e.g. that they have to be written and signed on physical paper). In Sweden, for instance, it’s basically only relevant for purchase agreements regarding real estate and site leasehold rights.

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