How to share Pending, Signed and Rejected contracts?

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

How can I share Rejected contracts?

If a contract is rejected by a Signee and you need to share it with external collaborators, you can easily do that by following the same steps as above. 

• Open the Rejected contract and click on Share button in the upper right-hand corner
• Then select the type of permission (View or Full access) and press Share to confirm:

Can I delete Rejected contracts?

If you have Full access permissions in the contract which is Rejected, you can also choose to fully delete it. 

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.
• Full deletion: Creator or collaborator with full access, plus all signees' approval.

You can read what happens to your collaborators when you decide to unshare a Pending or Signed contract here.