Someone shared a contract draft with me. What do I do?

What should do if a draft was shared with me?

The person who shared the draft with you has chosen one of three different levels of editing permission for you as the receiver:

• You can only read the draft;
• You can edit/add information to the fields in the draft;
• You can edit everything in the draft, including the body text.

If the sender has given you any of the editorial permission levels on the draft, they could also have chosen whether or not you will be able to send the draft as a new contract by starting the signature process.

Below you can see how to interact further with the draft. If there are any actions you are not able to perform, it is because you do not have the permissions for them.

How can I change a draft that was shared with me?

First of all, open the draft directly from the email you have received. You do not need to have a Contractbook account to access or edit the draft, just click on the blue button View draft:

In order to make any changes, first, make sure you are in Create mode or the Full-text editing is toggled on:

The person who sent you the draft will receive a notification each time you make any change to the draft they shared with you.

Important: Always save the edits you have made as they will not be saved automatically. You can do that by clicking on the blue button called Save changes in the upper right-hand corner.

How to edit or add information to fields in the draft? 

In case the draft was shared with you along with editorial rights, you will be able to amend any changes to its content.

The first thing you will see in the draft shared with you is the Parties section at the top. Here you can add the relevant contact details of all parties related to the contract. Just click on the field you want to edit/add information to and you will be able to make the needed addition/change.

The parties added here will then be linked-to to the Signatures section of the draft. This is only relevant for you in case the owner of the draft has given you permission to initiate the signature process of the document. 

Upload attachment

Scroll down after the Signatures field, just over the Message to the recipients, and click on Upload attachment. 

The following formats are accepted: .pdf, .jpg, .png, .doc, and .docx. 

• What is the maximum width an attached image can be?

Our editor width is limited to a maximum of 1080 px.

You can upload images of any dimensions within a file size of 20MB and their width will always be at a maximum of 1080px. 

You can also upload several different attachments by clicking on the same button located below the first uploaded file.

How to edit or add to the body text?

In order to edit the body text of the shared with you draft, you have to enable the Full-text editing for this document at the top:

If you need help with using Contractbook editor you can find our article here.

How to add comments?

See how to add comments to the shared with you drafts here.

How to add a task?

Read more about how to add tasks in our short article here.

How to access the version history of the draft?

Read about version history here.

And lastly, in order to keep all your changes, make sure you always save by clicking on the blue button called Save changes. It is located in the top right-hand corner, next to your initials which identify the draft has been shared with you:

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.