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:
Click Draft & Sign in the top menu and click the project containing the Word file,
Click 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?
H1, H2, H3
.png, .pjg, .gif
Align to left
Align to right
Align to center
Simple bullet lists
Simple lowercase letters lists
Simple roman numerals
What is not supported?
Text colors, background colors and highlight colors
Fonts and font sizes
Superscript, subscript, strikethrough, etc.
Headers and footers
Numbered lists (except Precisely’s clause lists)
Multilevel lists (except Precisely’s clause lists)