1. Inviting and setting up your team

  2. User roles

  3. Creating automated templates

  4. Generating contracts from automated templates

  5. Collaborating on and negotiating contracts and templates

  6. Using e-signatures

  7. Using Precisely’s AI-assisted contract registration

  8. Using Precisely’s contract archive

  9. 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.

Creating a project in Precisely

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 are in a project’s overview,

  1. Click the Signees button under the project’s document and click New signee,

  2. Enter the recipient’s information; name, email address, and (optionally) organization and role, and

  3. Click the blue Add 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. a smartphone or computer) with internet access.

Adding signees to projects in Precisely

Deciding signing orders

If your signees should sign the contract in a certain order, you can use signing orders. By setting a signing order, documents are only sent to the next person once the previous person has signed.

To decide signing orders, simply

  1. Add your signees and activate the Require signature in order switcher,

  2. Decide the signing order by dragging and dropping the signees.

An image showing the switcher to activate signing orders

Entering your message and sending for signing

Once 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.

Signing message — entering a message for signees in Precisely

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 signee button in the Default signees section of the template’s overview,

  3. Fill out the information and click the blue Add button.

Adding default signees to templates in Precisely

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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