FAQs & Troubleshooting

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

Simon Fouladi avatar Erik Legerius avatar
33 articles in this collection
Written by Simon Fouladi and Erik Legerius

How do I request a feature or provide feedback?

Learn how to submit a feature request or give feedback on Precisely's services
Erik Legerius avatar
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
Erik Legerius avatar
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.
Erik Legerius avatar
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.
Erik Legerius avatar
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.
Simon Fouladi avatar
Written by Simon Fouladi
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
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago

How do I search the archive?

Learn how to search and filter contracts in the archive
Erik Legerius avatar
Written by Erik Legerius
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
Simon Fouladi avatar
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.
Simon Fouladi avatar
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
Erik Legerius avatar
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
Erik Legerius avatar
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
Simon Fouladi avatar
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
Erik Legerius avatar
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
Simon Fouladi avatar
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
Erik Legerius avatar
Written by Erik Legerius
Updated over a week ago

How do I contact Precisely?

Learn how to contact Precisely for support or other questions
Erik Legerius avatar
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
Erik Legerius avatar
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
Simon Fouladi avatar
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
Erik Legerius avatar
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
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago

How can Precisely benefit my business?

Learn how Precisely can benefit your business
Simon Fouladi avatar
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
Simon Fouladi avatar
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
Simon Fouladi avatar
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.
Simon Fouladi avatar
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
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago

How do I find imported, pending or signed contracts?

Learn how to find any contract superfast
Simon Fouladi avatar
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
Simon Fouladi avatar
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
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago

Are electronic signatures legally binding?

Learn more about the legality of eSignatures
Simon Fouladi avatar
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
Simon Fouladi avatar
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
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago

What languages are supported in Precisely?

Precisely is available in Swedish and English
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago

How do I change the application language?

Learn how to change application language
Simon Fouladi avatar
Written by Simon Fouladi
Updated over a week ago