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

The more the merrier, right? In Precisely, Admins handle your organization’s user management. They are able to invite users to your organization, create and manage teams and assign users to their respective roles.

Adding users

To invite a user to your Precisely organization, simply

  1. Click your organization’s name in the top-right menu and choose Users in the drop-down,
  2. Click Manage and select Invite User. Enter the user's email address and select their role.

The user(s) will receive an email invitation to join your organization. Simple as that!

Creating your teams

Teams in Precisely are, for instance, departments or groups of team members in your organization. When you want to give that department or group access to a template or a document, you share it with their team.

To create teams, simply

  1. Click your organization’s name in the top-right menu and choose Users in the drop-down,
  2. Click Manage on the top right-hand side and select New Team,
  3. Name the team, e.g. "Sales Stockholm", "Legal Nordics" or "Management",
  4. Choose which users belong on that team and click the blue Create button.

Each user on the team will have access to all templates and documents shared with that team, which is useful for limiting certain templates or documents to a group of users.

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