When adding a new collaborator to a contract or editing an existing one:
- You allow them only Full access or View document permissions level.
Can I give editing permissions on a contract sent for signature or signed?
It is now possible to allow editing permissions once a draft is sent for signature.
You can share a Pending and Signed contract with external collaborators by allowing them any of the following permissions:
- View document - Can view the document
- Full access - Can share and fully manage the document
How can I share a pending contract?
- Open the contract from the Pending section under your Documents tab and click Share button from the top right-hand corner of the navigation bar:
- Now type in the email address of the collaborator you want to share your pending contract with, choose their permission (View or Full access), and as an optional step - add a customized message which will be included in the email notification to the recipient.
What can I do with each type of permission in a pending contract?
Full access:
- Edit a pending contract and resend it
- Reshare the contract with any additional collaborator (Add collaborators)
- Remove existing collaborators entirely
- Change the type of permissions for the collaborators who have already been granted access rights
- Remove the contract from their documents' overview
- Move the contract to a private folder
- Add it to a shared folder
- Add a new task
- Download the contract as a .pdf
- Delete a Pending contract that has not been signed by all Signees yet:
View contract:
- Add the contract to a shared folder
- Move to a private folder
- Download as a .pdf
- Save as a new draft
- Add a task to the contract
- Remove the contract from their documents' overview
Who can I share a Pending contract with?
- You will not be allowed to share access to a Pending contract with any of the Signees you have added as the contract’s recipients:
- In addition, if you try to share a Pending contract with an account with already granted access permissions, you will be notified that this user already has access to the document:
- And lastly, you cannot share the access with deactivated users
Anyone else who is not a Signee, or deactivated user and does not have access to the contract yet can be added as a new collaborator.
How to share a fully signed contract?
The steps when sharing a fully Signed contract are identical to sharing a Pending contract.
Any collaborator who is not a Signee, or deactivated user and does not have access to the contract yet can be added as a new collaborator to a signed contract.
You will still have the option to allow your collaborators View or Full access rights.
What can I do with each type of permission in a signed contract?
Full access:
- Reshare the contract with any additional collaborator (Add collaborators)
- Remove existing collaborators entirely
- Remove the contract from their documents' overview
- Change the type of permissions for the collaborators who have already been granted access rights
- Move the contract to a private folder
- Add it to a shared folder
- Add a new task
- Download the contract as .pdf
View contract:
- Add the contract to a shared folder
- Move to a private folder
- Download as a .pdf
- Save as a new draft
- Add a task to the contract
- Remove the contract from their documents' overview
Who can request archivation/complete deletion of a fully signed contract?
Archivation: Requires all signees to accept to archive it as well as the owner.
You can read what happens to your collaborators when you decide to unshare a Pending or Signed contract here.
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