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FAQs & Troubleshooting
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
National eID Integrations
Pricing, Privacy & Terms
New in Precisely
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Help Center
FAQs & Troubleshooting
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
National eID Integrations
Pricing, Privacy & Terms
New in Precisely
FAQs & Troubleshooting
A list of the most commonly asked questions by Precisely's customers
Getting Started & Account Settings
How do I create a Precisely account?
What should I do if I don't know or have my password?
How do I confirm my account?
How can Precisely benefit my business?
How do I integrate Precisely into other systems?
How does your contract conversion service work?
How do I create and switch between organizations in-app?
How do I activate two-factor authentication?
How do I decide a date format for my organization?
How do I change my personal email address in Precisely?
How do I change my billing email address?
How do I add or change my name in Precisely?
How do I decide on the number formatting locale in my organization?
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Your Precisely Archive
How can Precisely help me import my old contracts into the Archive?
How does automated archiving work?
How do I search the archive, use filters and set up filter segments?
How do I import contracts to the archive?
How do I use folders to categorize my contracts?
How do I export a list of contract metadata?
How do I change the owner of a document?
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E-Signing
Can I add a specific email to receive all signed contracts?
How do I change an email address after I've sent a contract for signing?
What is the maximum supported number of signees and the maximum document size?
Placing signatures and signing every page of a document (DocuSign, Adobe Acrobat Sign)
How do I send a contract for electronic signature?
What happens when I cancel a signature request?
Why are signees not receiving signature requests?
How do I decide signing orders?
How can I add my company's logo to templates and outgoing signing or review emails?
How do I save signing messages to reuse them later?
Are electronic signatures legally binding?
How can I change signing provider or a method?
How do I decide on signature position and customize signing information with DocuSign?
How do I work with "Send to DocuSign" functionality?
How do I connect my personal DocuSign account with Precisely?
How can I keep track of documents I need to sign?
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Users & Permissions
Providing contract information as a non-Precisely user
What is the difference between "read and write" and "read-only" team access?
Reviewing a contract as a non-Precisely user
How do I invite my colleagues to the platform?
What is the difference between a Viewer, Member, Manager, and Admin?
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Language Settings
What languages are supported in Precisely?
How do I change the application language?
How do I change the language of our outgoing communication?
What is the difference between communication language and application language setting?
General Information
Where can I find my organization ID?
How do I stay up-to-date with the latest improvements and updates in the platform?
How do I cancel my trial account?
How do I contact Precisely?
How do I request a feature or provide feedback?
Which browsers do you support?
Are all contracts created on and uploaded to Precisely secure?
Where do I find your Privacy & Cookies Policy?
Where do I find your Terms of Service?
How do I add or edit my name in the platform?
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