How do I convert Word files into Precisely documents?

Learn how you can convert a Word file into a Precisely document and what to expect, such as what formatting is supported and not

Some features are only available for documents native to Precisely. To enable usage of these features, such as negotiation, for documents created outside of the platform, you’re therefore able to easily convert your Word files into Precisely documents.

The different scenarios where Word files are converted/you can convert Word files into Precisely documents are:

• Automatic conversion when creating a Precisely template from a Word file.

• Automatic conversion when importing a document version to a project.

• Manually converting a Word file in a project using the conversion feature.

To manually convert a Word file in a project using the conversion feature, simply:

1. Click Draft & Sign in the top menu and click the project containing the Word file,

2. Click the three dots menu and then the Convert to edit button.

Supported and unsupported formatting

While we’re continuously improving the conversion of .doc and .docx files to Precisely documents, some of the document’s formatting might look different or be removed in Precisely.

What is supported?

• Headings

  • H1, H2, H3

• Images

  • .png, .pjg, .gif

• Hyperlinks

• Text formatting

  • Bold

  • Italic

  • Underline

• Text alignment

  • Align to left

  • Align to right

  • Align to center

  • Justified

• Tables

• Lists

  • Clause lists

  • Simple bullet lists

  • Simple lowercase letters lists

  • Simple roman numerals

• Paragraph breaks

• Line breaks

What is not supported?

• Text colors, background colors and highlight colors

• Fonts and font sizes

• Superscript, subscript, strikethrough, etc.

• Line spacing

• Indentations

• Page sizes

• Margins

• Headers and footers

• Image effects

• Table width

• Joined cells

• Numbered lists (except Precisely’s clause lists)

• Multilevel lists (except Precisely’s clause lists)