Precisely changelog
Precisely changelog
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Manually changed document statuses are also shown in the Archive list

 

Improvement

  

We’ve improved reporting of documents according to their signing status by showing manually changed statuses complete and signed in the Archive list.

Screenshot 2023-03-23 at 09.12.04.png

What documents can have manually changed status?

A) Documents that are part of Draft & Sign (generated from template document, uploaded, or imported)

→ can be marked as complete

  • BONUS! Complete = new signing status in the Archive list and filters

B) Documents that are directly imported into the Archive

→ can be marked as signed

Read all about manually changing document statuses

API: Add document links to Precisely

 

Integration

  

We've improved our Public API by enabling the possibility of adding document links to the Precisely App.

With the href endpoint for documents, API users can access the link to the document in the Precisely App and build more automation.

Improved smart conversion of Word files to Precisely Templates

 

Improvement

  

Importing a Word document into a Precisely template can automatically convert [square_brackets] from .docx into a Precisely reference.

We’ve now improved the smart conversion by automatically creating a question matching the reference content.

EXAMPLE

  • Word file: The agreement ends on a [end_date:date]
  • Precisely automated conversion: reference end_date, type of question Date, question: What is the end date?

Template conversion question.png

Screenshot 2023-03-01 at 15.58.29.png

Learn more about smart template conversion

API: Approvals (BETA)

 

Integration

  

We've improved our Public API by supporting various approval actions.

  • Listing project approvals
  • Approve project approvals
  • Remove project approvals
  • Add initial project approval
  • Add final project approval

Please note that this is in the experimental stage.

Allow members to work with appendices

 

New Feature

  

Users can now let Members work with appendices in generated projects.

This is determined on a template level by switching on the Allow members to upload appendices toggle. Read more

Allow members to upload appendices.png

Automate reminders on uploaded files

 

New Feature

  

To allow more automation for external contracts, users are now able to automate reminders for their uploaded documents.

Reminders can easily be added by

  • Clicking Templates in the top menu and selecting a specific template
  • Making sure the “Allow uploads” toggle is switched on, which enables users to upload files when drafting from the template
  • In the Uploaded files section, it is possible to set up reminder automation for uploaded files

Screenshot 2023-01-12 at 14.35.51.png

Assign questions to external parties

 

New Feature

  

Draft contracts in collaboration with your external parties by assigning them specific parts of the questionnaire.

Assign questions 2.png

To do that, simply

  1. Select the questions to assign
  2. Enter your counterparties email

The counterparty receives an automated email, and their answers are auto-populated in the questionnaire. Read more

Custom address for automated emails

 

New Feature

  

Precisely's automated emails are triggered and sent to your team or your counterparties on different occasions, for example, in the case of approvals, reminders, reviews, the signing process, and more.

From now, we support these emails being sent from your company’s email address, instead of Precisely’s email domain.

Custom email setup is additional functionality. Read more

General improvements

 

Improvement

  

We've improved the platform by adding the following:

  • the ability to expand the text box for long types of answers
  • when setting up a reminder, it's possible to see how much time (days/hours) there's left until the reminder will be triggered and sent
  • the exact date and time of the document review invitation
  • a more clear, alphabetical overview when selecting a template
  • an easier and more transparent overview of your users and team.

Let your signees sign contracts directly on your device

 

Integration

  

We’ve added the possibility to sign Precisely contracts directly in our platform, without emails being involved.

This means that your signees are able to sign agreements directly on your device (e.g. tablet or an iPad), which makes the entire signing process faster and more efficient if the signing takes place in person.

In-person signing 2.png

In-person signing is an additional feature. Read more about the functionality and the benefits.