You can now upload a .docx template to control how documents look when they are:
Sent for signing Shared for review Exported from Precisely
Customize:
Fonts and typography Headings and spacing Page layout (margins, size) Headers and footers (including branding)
Precisely inserts document content into your template while preserving all layout and styling.
Templates are validated on upload and must include required styles (OptionTitle, OptionTags).
We’ve updated the Home page with a cleaner layout and improved quick actions to help teams get started faster.
What’s new:
A redesigned Home header with a prominent archive search field and streamlined action buttons.
Archive search now supports quick handoff from Home — press Enter in the search field to jump directly into Archive results.
Widget improvements
Role-based Home widgets now show the most relevant information by user role:
We’ve introduced a new workflow type in Precisely: Archiving.
This is designed for a very common, but previously slightly awkward use case — getting already signed contracts into your repository, fast.
With Archiving workflows, you can now:
Upload fully executed contracts directly
Skip drafting, approvals, and signing flows entirely
Instantly register contracts in your archive
No extra steps, no workarounds.
When you create a project using an Archiving workflow:
The project is marked as complete immediately after upload
The contract is stored and structured in your archive
No approval or signing steps are triggered
If your organization has metadata validation enabled, you’ll still be prompted to complete required data before finalizing — ensuring your archive stays clean and searchable.
Not every contract starts in Precisely.
Archiving workflows make it easy to:
Centralize legacy or externally signed agreements
Keep your contract repository complete
Maintain structure and control without unnecessary friction
We’ve made several improvements to the drafting experience in Precisely to simplify the interface, reduce clutter, and create more space for what matters most: completing the questionnaire and generating your document.
Here’s what’s new:
Simplified project naming The separate project naming field has been removed. The recommended approach is now to define the project title through the questionnaire by adding a reference question in the template and using that value in the project title. This creates more consistent and automated naming across projects.
New consolidated Actions menu Actions that were previously spread across the interface are now grouped under a single Actions button in the top bar. This keeps the workspace cleaner while still giving quick access to everything you need.
Cleaner top bar The header has been reduced to a single bar, freeing up valuable vertical space so you can focus more on the drafting content itself.
Progress bar moved to the sidebar The progress indicator is now located above the sections in the sidebar, making it easier to track completion while navigating through the questionnaire.
Assigned questions visibility improved The Assign questions section is now hidden until at least one question has been assigned. This removes unnecessary UI elements when the feature isn’t in use.
Archiving moved to the end of the questionnaire Archiving settings now appear at the end of the questionnaire and are only visible if the template allows users to modify archiving settings. This keeps the drafting flow focused and only shows controls when they are relevant.
These updates are part of our ongoing effort to make drafting in Precisely faster, clearer, and more intuitive.
You can now find contracts faster by asking questions in plain language. Instead of manually building metadata filters, just type your question in the Archive — Precisely will generate structured metadata filters for you.
The generated filters are shown for review and can be modified before applying, giving you full control over the results.
This feature works only on structured metadata and does not perform full-text search inside documents or titles.
No contract content, metadata values, titles, or parties are ever sent to any external AI model. AI is used only to translate your question into structured filter logic. All filtering happens within your own environment.
This is available to organizations with AI features enabled in Organization Settings.
We’ve made the review process more flexible and powerful.
You can now:
Attach a DOCX version of the document when inviting reviewers
Set more granular review permissions when adding a reviewer
If you choose to attach a DOCX file, the reviewer will receive a Word version with Track Changes automatically enabled, so they can start redlining immediately. Once they’re done, they simply upload the redlined version back to the review portal.
When inviting a reviewer, you can now decide whether they can:
View only
View and redline directly in Precisely
Download to Word, redline offline, and upload a new version
Redline both in Precisely and/or in Word
These options are controlled with simple checkboxes when adding a reviewer, giving you full control over how collaboration should happen.
More flexibility. Same structured governance.
We’ve added a new organization setting for deleting permissions.
You can now choose whether members are allowed to delete documents they own or have access to through a read and write team.
If the setting is turned off, members will no longer be able to delete any individual documents, helping reduce the risk of accidental removals.
We now have a status filter on the Draft & Sign page that lists active, ongoing projects. This filter is selected by default when loading the Draft & Sign page.
Ongoing projects are those which are in draft, initial approval, review, final approval, or signing status.
Projects with Complete status are excluded from the ongoing projects list and can be viewed by selecting the Complete filter.
We have implemented two new system references:
These system references can be used to populate reminder dates on workflow template documents.
We have added a new Uploading permissions setting in workflow templates:
When this setting is enabled, Member users are able to import documents to projects that have already been drafted.
We have also renamed the 'Allow uploads of documents' permission setting to:
When the Allow uploads of documents during drafting setting is enabled, all users can upload files when drafting a project:
