FAQs & Troubleshooting

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

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58 articles in this collection
Written by 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
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Written by Erik Legerius
Updated over a week ago

How do I create a Precisely account?

Learn how to sign up for a Precisely account
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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
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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
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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
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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
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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.
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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
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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
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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
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Written by Erik Legerius
Updated over a week ago
Documents & automated templates

How to convert Word files into Precisely documents and what to expect

Learn how you can convert a Word file into a Precisely document and what to expect, such as what formatting is supported and not
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Written by Erik Legerius
Updated over a week ago

How do I compare two document versions?

Learn how to use the compare mode to visually see what changed between two document versions
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Written by Erik Legerius
Updated over a week ago

How do I redline contracts using Precisely?

Learn how to redline and collaborate on contracts using Precisely’s suggest mode
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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
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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
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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
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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.
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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.
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Written by Erik Legerius
Updated over a week ago

How do I use formulas in automated templates?

Learn how to enable automated calculations in templates using formulas
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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
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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.
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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
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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
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Written by Erik Legerius
Updated over a week ago

Styling & formatting

Learn how to customize the style and format of contracts using lists, page breaks and more
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Written by Erik Legerius
Updated over a week ago
Control & compliance

Why are my approval workflows not working?

Learn more about troubleshooting approval workflows, including common issues such as faulty rules and conflicting conditions
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Written by Erik Legerius
Updated over a week ago

How does approval automation work?

Learn how you can automate your organization’s contract workflow and approval processes with a rule-based approach
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Written by Erik Legerius
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
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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
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Written by Erik Legerius
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
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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
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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
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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
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Written by Erik Legerius
Updated over a week ago