Automated Templates & Documents
Learn how to build templates, negotiate contracts, and manage your documents
Building & Managing Templates
- How Do I Create An Archiving Workflow Template?
- How do I use the different types of workflows in Precisely?
- How Can I Deactivate a Workflow Template?
- How do I start creating a new template?
- How do I add metadata tags to contracts and automated templates?
- How do I convert Word files into Precisely templates?
- How do I change the owner of a template?
- How do I sort and organize template questions?
- How do I create a preparation checklist?
- How do I add a default signee to a template?
- How to I enable Precisely AI on uploaded files?
- How do I add appendices to a template or a document?
- How to Use Cross-Referencing in Documents
- How do I copy a workflow template?
Working with References
- How do I create a template reference?
- Use references to create consistent naming for drafted projects and documents
- How do I work with multiple-choice references?
- How do I decide which reference type to use?
- How do I set minimum and maximum values for references?
- How do I use formulas in automated templates?
- How can I import existing references to use them in a new template?
- How Can I Use References to Populate a Signee List?
Conditional Logic & Automation
- How To Create Conditional Approval Workflows
- How do I create a conditional question?
- How do I create a conditional table row?
- How can I make appendices conditional?
- How do I create a conditional block?
- How do I add a conditional signee to a template?
- Can I skip questions when drafting from a template?
Formatting & Content Styling
Collaboration & Negotiation
Document Management & Versioning
- How To Use Metadata Validation
- How do I convert Word files into Precisely documents?
- How do I manually change or mark the document as completed or signed?
- How do I amend or renew a contract?
- How do I compare two document versions?
- How do I use Precisely’s contract versioning?
- How can I preview my contract while drafting?
- How do I create relationships between projects and contracts through interlinking?
- How do I search for documents, appendices, and supporting files within a project?
- How do I choose an exact time to send a reminder?
- How do I use unique external IDs for projects?
- How can I restore a deleted document?
Precisely Archive
- How to Archive External Documents Using an Archiving Template
- How do I search the archive, use filters and set up filter segments?
- How does automated archiving work?
- How do I import contracts to the archive?
- How do I use folders to categorize my contracts?
- How do I export a list of contract metadata?
- How do I change the owner of a document?
- How can Precisely help me import my old contracts into the Archive?