How do I search the archive, use filters and set up filter segments?

Learn more about how to search and filter contracts in the archive and how to create and save filter segments.

Written by Ebba Josefson
Updated over a week ago

How do I negotiate a contract using Precisely?

Learn how to send a contract for review, comment on a contract and come to terms with internal and external stakeholders with Precisely.

Written by Erik Legerius
Updated over a week ago

How do I add tables to documents and templates?

Learn how to easily add and customize table style lists to your contracts.

Written by Erik Legerius
Updated over a week ago

How do I request a feature or provide feedback?

Learn how to submit a feature request or give feedback on Precisely's services

Written by Erik Legerius
Updated over a week ago

How do I create and switch between organizations in-app?

Learn more about multiple organizations and entity management

Written by Erik Legerius
Updated over a week ago

How do I activate two-factor authentication?

Learn how to add an extra layer of security by enabling 2FA.

Written by Erik Legerius
Updated over a week ago

How does automated archiving work?

Learn how to set up pre-set folders and use automated archiving for your templates.

Written by Erik Legerius
Updated over a week ago

How does approval automation work?

Learn how you can automate your organization’s workflow and approval processes.

Written by Simon Fouladi
Updated this week

How do I set up reminders and alerts for a contract?

Learn how to set up reminders for any contract to never miss an important deadline again

Written by Simon Fouladi
Updated over a week ago

How can Precisely help us become and stay GDPR compliant?

Learn how Precisely can help you become and stay GDPR compliant

Written by Simon Fouladi
Updated over a week ago

Are contracts created through and uploaded to Precisely secure?

Precisely uses TLS encryption and state-of-the-art server infrastructure to keep all your contracts private and protected.

Written by Simon Fouladi
Updated over a week ago

How do I share a document, folder or template?

Learn more about access policies and how to share items in Precisely

Written by Erik Legerius
Updated over a week ago

How do I confirm my account?

Learn how to confirm your account or accept an organization's invitation

Written by Erik Legerius
Updated over a week ago

Can I integrate Precisely into other systems?

Learn more about API integrations and how to integrate Precisely into your other software systems

Written by Simon Fouladi
Updated over a week ago

How do I save signing messages to reuse them later?

Learn how to save and manage signing messages

Written by Erik Legerius
Updated over a week ago

How does your contract conversion service work?

Learn how Precisely's contract & template conversion services work

Written by Simon Fouladi
Updated over a week ago

How do I change my billing email?

Learn how to change your billing email to which your receipts are sent

Written by Erik Legerius
Updated over a week ago

How do I contact Precisely?

Learn how to contact Precisely for support or other questions

Written by Erik Legerius
Updated over a week ago

How do I add a default signee to a template?

Learn how to add default signees to templates

Written by Erik Legerius
Updated over a week ago

How do I copy a template from one organization to another?

Learn how to copy a template from one organization to another

Written by Simon Fouladi
Updated over a week ago

How do I use folders to categorize my contracts?

Learn how to use folders to categorize contracts

Written by Erik Legerius
Updated over a week ago

How do I create a Precisely account?

Learn how to sign up for an account in Precisely

Written by Simon Fouladi
Updated over a week ago

How can Precisely benefit my business?

Learn how Precisely can benefit your business

Written by Simon Fouladi
Updated over a week ago

How do I send a contract for electronic signature?

Learn how to use Precisely's eSignatures

Written by Simon Fouladi
Updated over a week ago

How do I add my logo to a template?

Learn how to add your company logo to a template

Written by Simon Fouladi
Updated over a week ago

How do I import contracts to the archive?

Learn how to upload and import contracts executed outside of Precisely to your contract archive.

Written by Simon Fouladi
Updated over a week ago

What is the difference between a Member, Manager and Admin?

Learn the difference between the user roles

Written by Simon Fouladi
Updated over a week ago

How do I invite my colleagues to the platform?

Add and manage users, roles and teams

Written by Simon Fouladi
Updated over a week ago

How do I add metadata to a contract?

Learn how to add dates, values and other data items to a contract

Written by Simon Fouladi
Updated over a week ago

Are electronic signatures legally binding?

Learn more about the legality of eSignatures

Written by Simon Fouladi
Updated over a week ago

Where do I find your Privacy & Cookies Policy?

You can find Precisely's Privacy & Cookies Policy here

Written by Simon Fouladi
Updated over a week ago

Where do I find your Terms of Service?

You can find Precisely's Terms of Service here

Written by Simon Fouladi
Updated over a week ago

What languages are supported in Precisely?

Precisely is available in Swedish and English

Written by Simon Fouladi
Updated over a week ago

How do I change the application language?

Learn how to change application language

Written by Simon Fouladi
Updated over a week ago