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FAQs & Troubleshooting

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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Documents & automated templates

How do I manually change or mark the document as completed or signed?

How do I convert Word files into Precisely templates?

How do I create a template reference?

How do I create a conditional question?

How do I add references in template titles?

Can I skip questions when drafting from a template?

How do I create a conditional table row?

How do I create a conditional block?

How do I work with multiple-choice references?

How do I choose an exact time to send a reminder?

How can I restore a deleted document?

How do I restart numbering in the template editor?

How do I convert Word files into Precisely documents?

How do I compare two document versions?

How do I redline contracts using Precisely?

How do I use Precisely’s contract versioning?

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

How do I add a default signee to a template?

How do I negotiate a contract using Precisely?

How do I create relationships between projects and contracts through interlinking?

How do I use formulas in automated templates?

How do I add appendices to a template or a document?

How do I set minimum and maximum values for references?

How do I add tables to documents and templates?

How do I add images to draft and template documents?

How do I copy a template from one organization to another?

Styling & formatting

How can I preview my contract while drafting?

How do I amend or renew a contract?

How do I assign questions to other parties?

How to I enable Precisely AI on uploaded files?

How do I use unique external IDs for projects?

How do I search for documents, appendices, and supporting files within a project?

How do I change the owner of a template?

How do I create a preparation checklist?

How do I decide which reference type to use?

How can I make appendices conditional?

How do I start creating a new template?

How can I import existing references to use them in a new template?

How do I sort and organize template questions?

How do I make an invisible table?

How do I resize tables?

How do I add a conditional signee to a template?

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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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