FAQs & Troubleshooting

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

Simon Fouladi avatar Erik Legerius avatar
45 articles in this collection
Written by Simon Fouladi and Erik Legerius
Documents & automated templates

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

Learn how to add dates, values and other metadata tags to a contract
Simon Fouladi avatar
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
Erik Legerius avatar
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.
Erik Legerius avatar
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.
Simon Fouladi avatar
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
Erik Legerius avatar
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
Erik Legerius avatar
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.
Erik Legerius avatar
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
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

Styling & formatting

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

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
Erik Legerius avatar
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
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 contract workflow and approval processes with a rule-based approach
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 decide approval orders?

Learn more about deciding the order in which approvals are made for drafts generated from automated templates
Erik Legerius avatar
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
Erik Legerius avatar
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
Erik Legerius avatar
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
Erik Legerius avatar
Written by Erik Legerius
Updated over a week ago