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Automated Templates & Documents

Automated Templates & Documents

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

Building & Managing Templates

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 copy a template from one organization to another?

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?

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Working with References

How do I create a template reference?

How do I add references in template titles?

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?

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Conditional Logic & Automation

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?

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Formatting & Content Styling

How do I add tables to documents and templates?

How do I resize tables?

How do I make an invisible table?

How do I add images to draft and template documents?

Styling & formatting

How do I restart numbering in the template editor?

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Collaboration & Negotiation

How do I negotiate a contract using Precisely?

How do I assign questions to other parties?

How do I redline contracts using Precisely?

Document Management & Versioning

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?

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