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Control & Compliance

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?

Approvals & Workflows

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?

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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 do I lock templates to disable changes?

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

How do I allow members to add appendices?