Precisely changelog
Precisely changelog
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Restart numbering in Template Editor

 

New Feature

  

We've improved Template Editor by adding functionality to restart automatic numbering.

To easily manage automatic numbering, click on the number to either

  • restart numbering (change 4-5-6 to 1-2-3), or
  • continue the previous numbering (change 1-2-3 back to 4-5-6)

Screenshot 2022-06-14 at 15.43.32.png

Amend signed contracts

 

New Feature

  

Users are now able to amend a contract by drafting an amendment that only describes the changes and appends the old contract. To do this,

  • click Amend document next to the signed document you’d like to make changes to (e.g: Employee Agreement)
  • select an amendment template to start drafting the document that will describe the changes (e.g: Salary increase template)

The newly generated project will include a new document and the original document as an appendix.

On top of that, all signees from the old contract will be copied to the new amendment document.

Amend document.png

Preview contracts while drafting

 

New Feature

  

Users are now able to preview their documents during the drafting process.

Draft Preview 2.png

Note! To be able to use this feature in your organisation, admins must enable it in the organisation settings.

Font sizes in Template Editor

 

New Feature

  

We’ve added new functionality in Template Editor that allows users to choose between different font sizes for the normal (Paragraph) text style.

It is now possible to choose between the default font size (11), and several smaller sizes (5, 7, 9).

Screenshot 2022-06-07 at 11.04.39.png

API improvements

 

Integration

  

We’ve improved our Public API to enable an easier signing process using Precisely features.

  • Added the ability to send signing reminders to parties that have not completed the signing process.
  • Added the ability to select among different authentication methods and signing roles for each signee (Scrive signing provider).
  • Added the ability to view signing status per signee.

Enhanced compliance

 

Improvement

  

We’ve strengthened compliance by disabling the possibility to add a new document to a project that has an ongoing or complete final approval or a signature.

Screenshot 2022-05-31 at 14.37.17.png

Is your current workflow affected by this change? Let us know and we’ll make adjustments for your organisation.

HubSpot integration

 

Integration

  

It is now possible to connect Precisely with HubSpot and use Precisely’s contract management functionalities from within the HubSpot environment.

The integration enables users to

  • Create sales contracts with one click with data being auto-populated
  • Send contracts for digital signing, and
  • Keep full control of the signing process

directly in HubSpot!

General improvements

 

Improvement

  
  • added more detailed instructions and improved error handling when setting up the logo in the organization's settings
  • added an organization ID number next to the organization's name
  • enabled removing and re-uploading files when drafting from templates
  • added a new Security page that gives more accessible insights into data handling and additional layers of security
  • added a new Integrations page displaying all available integrations

Manage metadata on project page

 

Improvement

  

From now on, it is possible to view, edit, add or remove metadata directly in the project overview in Draft & Sign.

The improvement enables users to keep full control of their metadata setup in generated documents, as well as to manage their metadata directly in the project.

Screenshot 2022-04-27 at 14.58.31.png

Sign with Danish NemID and Finnish eIDs

 

Integration

  

We've enabled more signing options with Scrive e-signing integration.

On top of already being able to sign with

  • 🇸🇪 Swedish BankID
  • 🇳🇴 Norwegian BankID
  • 🇩🇪 Verimi (Germany)
  • Click to eSign, and
  • PIN by SMS,

users are now also able to sign contracts in Precisely using

  • 🇩🇰 Danish NemID, and
  • 🇫🇮 Finnish eIDs.

Scrive integration is an additional feature. Please get in touch to learn more.