How to share Contractbook drafts?

How to share a draft in Contractbook?

• Open the draft you want to share with external collaborators and click on the highlighted blue Share button at the top right-hand corner of the navigation bar:

• Now you can customize the sharing process by adding a single email address or choosing to share with multiple recipients at once by clicking on Add collaborator. 

How can I check if the draft is already shared with others?

You can always identify a draft that has not been shared with others by looking at the top navigation bar. The small label will be Draft instead of Shared draft.

Why the Share button in the draft is not visible to me?

In order to share a draft with others, you need to be the creator or a collaborator with Full Access permissions in the document:

If the Share button is missing at the top of the draft, this means that you do not have any of this access yet.

As a workaround, you can request Full Access permission from the draft's creator, or Save the document as a new draft. 

Saving the document as your own draft will allow you to perform all actions with full managerial rights.

Managing the permissions of new and current collaborators:

From the right-hand drop-down list available for each collaborator, you will also be able to manage the Permissions level of the draft by choosing one of the following options:

• View and comment on document: A collaborator can read the draft and add comments to it
• Fill document: A collaborator can fill in the editable fields available in the draft
• Edit document: A collaborator can edit the entire body of the draft, including any editable fields
• Full access: A collaborator has the same permission rights as the owner of the draft and can fully manage the draft

Can I allow others to send a contract for signature when sharing a draft?

You can allow your collaborators to send the draft for signatures by controlling the toggle "Allow sending for signatures" to be on or off along with assigning them the shared permission level.

This additional feature can be controlled while sharing the draft if you choose one of the following types of Permission:

• Fill document
• Edit document 

Note: The last permission option called Full access will have the toggle “Allow sending for signatures” turned on by default and you are not able to turn it off.

What other additional permissions can I give when sharing a draft with others?

• Access to Private Comments
• Access to Full Version History

Can I send a message to my collaborators when sharing a draft?

You can customize your email invitation message (optional field) before pressing Share to confirm your choice. 

The person/people you shared it with will receive an email notification with your customized message and a direct link to open the draft in Contractbook:

They will be able to perform only the actions you have permitted them to while sharing the document with them. Read more about each type of permission in shared drafts here.