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 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?
- 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?
- How Can I Use References to Populate a Signee List?
Conditional Logic & Automation
Formatting & Content Styling
Collaboration & Negotiation
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?