Reviewing a Document in Precisely
Welcome! You’ve been invited to review a document using Precisely. This guide explains how to access and review the document, as well as the actions available to you.
Accessing the Document
When you are invited to review a contract, you will receive an email with a secure link to the document.
- Click the Review document button to open the review page
- You will receive a one-time authentication code via email
- Enter the code to access the document
Note:
- Authentication codes are valid for 30 minutes
- If your code expires, you can request a new one
This process ensures that only you can access the document.
Your Review Options
The actions available to you depend on the permissions set by the organization that invited you. You may be able to:
- Review, suggest changes, and add comments directly in Precisely
- Download the document to Microsoft Word and make tracked changes
- View the document only and add a message
Reviewing in Precisely
If enabled, you can review the document directly within the platform.
Suggesting Changes
You can edit the document by:
- Replacing text: Highlight text and enter a suggested replacement
- Removing text: Delete text to suggest its removal
- Adding text: Insert new content where needed
Adding Comments
To leave a comment:
- Highlight the relevant text
- Click the comment icon
- Enter your comment and click Comment to save
Reviewing in Microsoft Word
If Word review is enabled:
- Download the document and open it in Word with tracked changes enabled
- Make your suggestions and comments in Word
- Upload the revised document back to Precisely
You can also upload an already redlined version of the document.
Viewing Only (No Suggestions)
If suggestions are not enabled, you can:
- Review/read the document content
- Add a message if needed (for example, to confirm completion)
Working with Appendices
When you open the document:
- You will first see the main document
- If appendices are included, click the Appendices button in the top-left corner to access them
Sharing Changes and Notifications
If enabled, you can notify others after completing your review:
- Click Share changes and notify others
Depending on settings, notifications may be sent automatically when you make suggestions.
You may have the option to notify:
- Only users within the Precisely organization
- All reviewers, including external participants
Is Precisely a secure environment?
Precisely is founded by lawyers and puts the utmost importance on security. To ensure that private information stays private, we use bank-level TLS encryption and state-of-the-art server infrastructure with world-class security standards.
For more information on the measures we take to protect your contracts, please see our security page.