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?
Your Precisely 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?
- How can Precisely help me import my old contracts into the Archive?
- Why Can’t Users See or Find Folders?
Draft & Sign
E-Signing
- 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 do I change an email address after I've sent a contract for signing?
- How can I change signing provider or a method?
- How do I decide on signature position and customize signing information with DocuSign?
- What is the maximum supported number of signees and the maximum document size?
- Can I add a specific email to receive all signed contracts?
- 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?
Users & Permissions
Language Settings
General Information
- 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 stay up-to-date with the latest improvements and updates in the platform?
- How do I add or edit my name in the platform?
- How do I cancel my trial account?
- Where can I find my organization ID?