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Control & Compliance
The Precisely Platform: Key Features & Tools
Automated Templates & Documents
Building & Managing Templates
Working with References
Conditional Logic & Automation
Formatting & Content Styling
Collaboration & Negotiation
Document Management & Versioning
Control & Compliance
Access & Permissions
Approval Automation
Monitoring & Logs
Reviewer Permissions & Notifications
Security & Authentication
Template & Draft Control
FAQs & Troubleshooting
Getting Started & Account Settings
Your Precisely Archive
E-Signing
Users & Permissions
Language Settings
General Information
Integrations
AI Features
Precisely's API
Precisely's Microsoft Outlook Integration
Custom SMTP
Electronic Signature
Signing Providers & Methods
National eID Integrations
Pricing, Privacy & Terms
New in Precisely
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Help Center
Control & Compliance
The Precisely Platform: Key Features & Tools
Automated Templates & Documents
Building & Managing Templates
Working with References
Conditional Logic & Automation
Formatting & Content Styling
Collaboration & Negotiation
Document Management & Versioning
Control & Compliance
Access & Permissions
Approval Automation
Monitoring & Logs
Reviewer Permissions & Notifications
Security & Authentication
Template & Draft Control
FAQs & Troubleshooting
Getting Started & Account Settings
Your Precisely Archive
E-Signing
Users & Permissions
Language Settings
General Information
Integrations
AI Features
Precisely's API
Precisely's Microsoft Outlook Integration
Custom SMTP
Electronic Signature
Signing Providers & Methods
National eID Integrations
Pricing, Privacy & Terms
New in Precisely
Control & Compliance
Learn how to manage permissions, approvals, access policies, and audit trails
Access & Permissions
What is inherited access to projects and documents?
How do I share or restrict access to a document, folder or template?
How do I control drafting permissions for uploading & signing documents?
How do I manage uploading permissions in the template settings?
Approval Automation
Can I approve contracts for someone else?
Why are my approval workflows not working?
How does approval automation work?
How do I decide approval orders?
How can I change approvers after I've already created a contract?
How can I send automatic signing and approval reminders?
How do I add a substitute approver?
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Monitoring & Logs
How do I check audit trails and activity logs?
How can I use the Dashboard to see an overview of my Precisely contracts?
Reviewer Permissions & Notifications
How do I allow reviewers to share suggestions?
How can I know when someone has reviewed a document?
Security & Authentication
How do authentication codes work in Precisely?
Template & Draft Control
How can I allow users to upload files when drafting from a template?
How do I lock templates to disable changes?
How do I allow members to add appendices?