What can I do, when a draft is shared with me?

What should I do if a draft is shared with me?

The document owner who shared the draft with you has chosen one of three different levels of editing permission for you as a recipient:

• You can only read the draft (view).
• You can edit/add information to the data fields in the draft (fill in).
• You can edit everything in the draft, including body text and data fields (full access).
• In addition, you would be allowed or disallowed to send the draft for signature from your account.

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 shared with you draft. If there are any actions you cannot perform, it is because you do not have permission to achieve them.

• If you need a feature that has yet to be enabled, you can request access from the document owner or the person who shared the draft.

How can I make changes to a draft that was shared with me?

• 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:
    
    

• If you already have an account in Contractbook, you can access the draft from your account notifications or the Home page.
• To make any changes, first, make sure you are in Create mode.
• Remember: The person who shared the draft with you will receive a notification each time you make any changes to the draft they shared with you. They remain to have access to the document simultaneously with you and can track all changes in-app.

Important: Always save the edits you have made in the shared with you draft, as they will not be saved automatically.

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

If the draft was shared with you along with editorial rights, you can amend any changes to its entire content, including the available data fields, or add new ones.

• 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 be connected 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 by turning the draft into a contract:
    
    

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 45MB, and their width will always be at a maximum of 1080px. 
• You can also upload several attachments by clicking the button below the first uploaded file.

How do I add comments?

• See how to add comments to the drafts shared with you here.
• You can mention others in the comments for better collaboration and negotiation. 
• 
  If given this permission, you can access the draft's private comments.
  

How can I add a task?

You can read more about adding tasks in our short article here.

You can also easily create automated tasks with the help of our No Code Automation Builder.

How to access the document version history of the draft?

Read about version history here. You will be given different access permission regarding the draft version history.

How can I save the changes I make in the body of the draft?

To keep all your changes going, please save them by clicking the blue button called Save changes.

It is located in the top right-hand corner, next to your initials which identify the draft that has been shared with you:

If you still need additional information or assistance, feel free to reach out to us anytime by contacting our Support Team.