FAQs & Troubleshooting

A list of the most commonly asked questions by Precisely's customers

51 articles in this collection
Written by Simon Fouladi and Erik Legerius

Getting started & account settings

How can Precisely benefit my business?

Learn more about Precisely’s features and how they can benefit your business

Written by Simon Fouladi
Updated over a week ago

How do I create a Precisely account?

Learn how to sign up for a Precisely account

Written by Simon Fouladi
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

How do 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 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 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 do I decide a date format for my organization?

Learn how to choose a standard date format for your organization, including metadata tags and date questions in templates

Written by Erik Legerius
Updated over a week ago

How do I change my personal email address in Precisely?

Learn how to update your personal account’s email address, which is used to sign in and receive notifications

Written by Erik Legerius
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

Documents & automated templates

How do I redline contracts using Precisely?

Learn how to redline and collaborate on contracts using Precisely’s suggest mode

Written by Erik Legerius
Updated over a week ago

How do I use Precisely’s contract versioning?

Learn how to use Precisely’s contract version control to enable collaboration and control

Written by Erik Legerius
Updated over a week ago

How do I add metadata tags to contracts and automated templates?

Learn how to add dates, values and other metadata tags to a contract

Written by Simon Fouladi
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 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 create relationships between contracts through interlinking?

Learn how to link and create relationships between documents (amendments, appendices etc) in the Archive.

Written by Simon Fouladi
Updated over a week ago

How do I use formulas in automated templates?

Learn how to enable automated calculations in templates using formulas

Written by Erik Legerius
Updated over a week ago

How do I add appendices to a template or a document?

Learn how to add appendices or addendums to a document or a template

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 add images to draft and template documents?

Learn how to add images or pictures to your drafts and 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

Styling & formatting

Learn how to customize the style and format of contracts using lists, page breaks and more

Written by Erik Legerius
Updated over a week ago

Your Precisely archive

How does automated archiving work?

Learn how to automatically archive contracts created from your templates

Written by Erik Legerius
Updated over a week ago

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 Simon Fouladi
Updated over a week ago

How do I import contracts to the archive?

Learn how to upload and import legacy contracts to your Precisely archive

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 and sort your contracts

Written by Erik Legerius
Updated over a week ago

How do I export a list of contract metadata?

Learn how to download a list of contract metadata from your archive as a .CSV file

Written by Erik Legerius
Updated over a week ago

Control & compliance

How does approval automation work?

Learn how you can automate your organization’s contract workflow and approval processes with a rule-based approach

Written by Simon Fouladi
Updated over a week ago

How do I share or restrict access to a document, folder or template?

Learn more about access policies and sharing or regulating access to items in Precisely

Written by Erik Legerius
Updated over a week ago

How do I check audit trails/activity logs?

Learn how to increase visibility and limit undesired changes to your contracts using activity logs

Written by Erik Legerius
Updated over a week ago

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 do I decide approval orders?

Learn more about deciding the order in which approvals are made for drafts generated from automated templates

Written by Erik Legerius
Updated over a week ago

How do I allow users to upload files when drafting from a template?

Learn how to allow or prevent users from uploading files when drafting a contract from a template

Written by Erik Legerius
Updated over a week ago

How do I control drafting permissions for uploading & signing documents?

Learn how to decide whether your users can upload and sign documents freely or only in controlled instances

Written by Erik Legerius
Updated over a week ago

How do I set minimum/maximum values for references?

Learn how you can get greater control over the values that are entered into numeric and date references

Written by Erik Legerius
Updated over a week ago

E-signing

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 or to our signing and review emails?

Learn how to add your company logo to contracts you generate from templates, as well as signing or review request emails.

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

Are electronic signatures legally binding?

Learn more about the legality of Precisely’s eSignatures

Written by Simon Fouladi
Updated over a week ago

Users & permissions

Reviewing a contract as a non-Precisely user

Are you new to Precisely and have been invited to review a document? Learn more about how to proceed

Written by Erik Legerius
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

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

Learn the difference between the user roles

Written by Simon Fouladi
Updated over a week ago

Language settings

What languages are supported in Precisely?

Learn more about Precisely’s application and communication languages

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

How do I change the language of our outgoing communication?

Learn how to change communication language; the language of your organization’s external communication, such as signature request emails

Written by Erik Legerius
Updated over a week ago

General information

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 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

Are contracts created through and uploaded to Precisely secure?

Precisely uses state-of-the-art server infrastructure and bank-level security to keep your contracts private and protected

Written by Simon Fouladi
Updated over a week ago

Where do I find your Privacy & Cookies Policy?

Learn more about Precisely’s data processing and protection

Written by Simon Fouladi
Updated over a week ago

Where do I find your Terms of Service?

Learn more about the terms and conditions of using the Precisely platform

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