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title: Automated Templates & Documents | Help Center
description: Learn how to build templates, negotiate contracts, and manage your documents
---

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1. [Help Center](https://help.precisely.se/en)
2. [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents)

# Automated Templates & Documents

 Learn how to build templates, negotiate contracts, and manage your documents

- [How Do I Create and Draft From an Intake Workflow Template?](https://help.precisely.se/en/how-do-i-create-and-draft-from-an-intake-workflow-template)

## Building & Managing Templates

- [How Do I Create An Archiving Workflow Template?](https://help.precisely.se/en/how-do-i-create-an-archiving-workflow-template)
- [How do I use the different types of workflows in Precisely?](https://help.precisely.se/en/how-do-i-use-the-different-types-of-workflows-in-precisely)
- [How Can I Deactivate a Workflow Template?](https://help.precisely.se/en/how-can-i-deactivate-a-workflow-template)
- [How do I start creating a new template?](https://help.precisely.se/en/how-do-i-start-creating-a-new-template)
- [How do I add metadata tags to contracts and automated templates?](https://help.precisely.se/en/articles/504276-how-do-i-add-metadata-tags-to-contracts-and-automated-templates)
- [How do I convert Word files into Precisely templates?](https://help.precisely.se/en/how-to-convert)
- [How do I change the owner of a template?](https://help.precisely.se/en/how-do-i-transfer-ownership-of-a-template)
- [How do I sort and organize template questions?](https://help.precisely.se/en/how-do-i-sort-and-organize-template-questions)
- [How do I create a preparation checklist?](https://help.precisely.se/en/how-do-i-create-a-preparation-checklist)
- [How do I add a default signee to a template?](https://help.precisely.se/en/articles/how-do-i-add-a-default-signee-to-a-template)
- [How to I enable Precisely AI on uploaded files?](https://help.precisely.se/en/how-to-i-enable-precisely-ai-on-uploaded-files)
- [How do I add appendices to a template or a document?](https://help.precisely.se/en/articles/1981628-how-do-i-add-appendices-to-a-template-or-a-document)
- [How to Use Cross-Referencing in Documents](https://help.precisely.se/en/how-do-i-use-cross-references)
- [How do I copy a workflow template?](https://help.precisely.se/en/how-do-i-copy-a-workflow-template)

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## Working with References

- [How do I create a template reference?](https://help.precisely.se/en/how-do-i-create-a-reference-in-the-template)
- [Use references to create consistent naming for drafted projects and documents](https://help.precisely.se/en/how-do-i-add-references-in-template-titles)
- [How do I work with multiple-choice references?](https://help.precisely.se/en/multiple-choice-question)
- [How do I decide which reference type to use?](https://help.precisely.se/en/what-is-the-difference-in-reference-types)
- [How do I set minimum and maximum values for references?](https://help.precisely.se/en/articles/4062456-how-do-i-set-minimum-maximum-values-for-references)
- [How do I use formulas in automated templates?](https://help.precisely.se/en/articles/4227244-how-do-i-use-formulas-in-automated-templates)
- [How can I import existing references to use them in a new template?](https://help.precisely.se/en/how-can-i-import-references-to-use-them-in-a-new-template)
- [How Can I Use References to Populate a Signee List?](https://help.precisely.se/en/how-can-i-use-references-to-populate-a-signee-list)

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## Conditional Logic & Automation

- [How do I create a conditional question?](https://help.precisely.se/en/how-do-i-create-a-conditional-question)
- [How To Create Conditional Approval Workflows](https://help.precisely.se/en/how-to-create-conditional-approval-workflows)
- [How do I create a conditional table row?](https://help.precisely.se/en/how-do-i-create-a-conditional-table-row)
- [How can I make appendices conditional?](https://help.precisely.se/en/how-can-i-make-appendices-conditional)
- [How do I create a conditional clause block?](https://help.precisely.se/en/how-do-i-create-a-conditional-block)
- [How do I add a conditional signee to a template?](https://help.precisely.se/en/how-do-i-add-a-conditional-signee-to-a-template)
- [Can I skip questions when drafting from a template?](https://help.precisely.se/en/skip-question-when-drafting-a-document)

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## Formatting & Content Styling

- [Customize document output with a DOCX template](https://help.precisely.se/en/customize-document-output-with-a-docx-template)
- [How do I add tables to documents and templates?](https://help.precisely.se/en/articles/3299319-how-do-i-add-tables-to-documents-and-templates)
- [How do I resize tables?](https://help.precisely.se/en/how-do-i-resize-tables)
- [How do I make an invisible table?](https://help.precisely.se/en/how-do-i-make-an-invisible-table)
- [How do I add images to draft and template documents?](https://help.precisely.se/en/articles/4107849-how-do-i-add-images-to-draft-and-template-documents)
- [Styling & formatting](https://help.precisely.se/en/articles/4007539-styling-formatting)
- [How do I restart numbering in the template editor?](https://help.precisely.se/en/how-do-i-restart-numbering-in-template-editor)

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## Collaboration & Negotiation

- [Intake Workflows and Negotiations - How to Review external Word documents](https://help.precisely.se/en/intake-workflows-and-negotiation-how-to-work-with-versioning-and-review-for-external-documents)
- [How do I negotiate a contract using Precisely?](https://help.precisely.se/en/articles/3451428-how-do-i-negotiate-a-contract-using-precisely)
- [How do I assign questions to other parties?](https://help.precisely.se/en/how-do-i-assign-questions-to-external-parties)
- [How do I redline contracts using Precisely?](https://help.precisely.se/en/articles/4556386-how-do-i-redline-contracts-using-precisely)

## Document Management & Versioning

- [How To Use Metadata Validation](https://help.precisely.se/en/metadata-validation)
- [How do I convert Word files into Precisely documents?](https://help.precisely.se/en/articles/5271415-how-to-convert-word-files-into-precisely-documents-and-what-to-expect)
- [How do I manually change or mark the document as completed or signed?](https://help.precisely.se/en/articles/5981696-how-do-i-manually-change-or-mark-the-document-as-complete)
- [How do I amend or renew a contract?](https://help.precisely.se/en/how-can-i-amend-a-signed-contract)
- [How do I compare two document versions?](https://help.precisely.se/en/articles/4867020-how-do-i-compare-two-document-versions)
- [How do I use Precisely’s contract versioning?](https://help.precisely.se/en/articles/4538685-how-do-i-use-precisely-s-contract-versioning)
- [How can I preview my contract while drafting?](https://help.precisely.se/en/how-can-i-preview-document-while-drafting)
- [How do I create relationships between projects and contracts through interlinking?](https://help.precisely.se/en/articles/3721813-how-do-i-create-relationships-between-contracts-through-interlinking)
- [How do I search for documents, appendices, and supporting files within a project?](https://help.precisely.se/en/how-do-i-search-for-documents-within-a-project)
- [How do I choose an exact time to send a reminder?](https://help.precisely.se/en/can-i-choose-a-specific-time-in-the-day-for-a-reminder-to-be-sent)
- [How do I use unique external IDs for projects?](https://help.precisely.se/en/how-to-setup-project-external-id)
- [How can I restore a deleted document?](https://help.precisely.se/en/how-can-i-restore-a-deleted-document)

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## Precisely Archive

- [How to Archive External Documents Using an Archiving Template](https://help.precisely.se/en/how-to-archive-external-documents-using-an-archiving-template)
- [How do I search the archive, use filters and set up filter segments?](https://help.precisely.se/en/articles/3585845-how-do-i-search-the-archive-use-filters-and-set-up-filter-segments)
- [How does automated archiving work?](https://help.precisely.se/en/articles/2339151-how-does-automated-archiving-work)
- [How do I import contracts to the archive?](https://help.precisely.se/en/articles/504240-how-do-i-import-contracts-to-the-archive)
- [How do I use folders to categorize my contracts?](https://help.precisely.se/en/articles/1978479-how-do-i-use-folders-to-categorize-my-contracts)
- [How do I export a list of contract metadata?](https://help.precisely.se/en/articles/4515034-how-do-i-export-a-list-of-contract-metadata)
- [How do I change the owner of a document?](https://help.precisely.se/en/how-do-i-change-the-owner-of-a-document)
- [How can Precisely help me import my old contracts into the Archive?](https://help.precisely.se/en/migration-of-legacy-contracts)

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- [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools)
- [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents#main-content)

    - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents#building-managing-templates)
    - [Working with References](https://help.precisely.se/en/automated-templates-documents#working-with-references)
    - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents#conditional-logic-automation)
    - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents#formatting-content-styling)
    - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents#collaboration-negotiation)
    - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents#document-management-versioning)
    - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents#precisely-archive)
- [Control & Compliance](https://help.precisely.se/en/control-compliance#main-content)

    - [Access & Permissions](https://help.precisely.se/en/control-compliance#access-permissions)
    - [Approval Automation](https://help.precisely.se/en/control-compliance#approval-automation)
    - [Monitoring & Logs](https://help.precisely.se/en/control-compliance#monitoring-logs)
    - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance#reviewer-permissions-notifications)
    - [Security & Authentication](https://help.precisely.se/en/control-compliance#security-authentication)
    - [Template & Draft Control](https://help.precisely.se/en/control-compliance#template-draft-control)
- [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features#main-content)

    - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features#preciselys-ai-assistant)
- [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting#main-content)

    - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting#getting-started-account-settings)
    - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting#draft-sign)
    - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting#e-signing)
    - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting#users-permissions)
    - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting#language-settings)
    - [General Information](https://help.precisely.se/en/faqs-troubleshooting#general-information)
- [Integrations](https://help.precisely.se/en/integrations#main-content)

    - [Precisely's API](https://help.precisely.se/en/integrations#preciselys-api)
    - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations#preciselys-microsoft-outlook-integration)
    - [Custom SMTP](https://help.precisely.se/en/integrations#custom-smtp)
- [Electronic Signature](https://help.precisely.se/en/electronic-signature#main-content)

    - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature#signing-providers-methods)
    - [National eID Integrations](https://help.precisely.se/en/electronic-signature#national-eid-integrations)
- [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms)
- [New in Precisely](https://help.precisely.se/en/new-in-precisely)

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