Collaborating on a Counterparty Initiated Contract

Collaborating on a contract that a counterparty initiated works much like collaborating on one your own organisation created, with the same tools for reviewing, editing and commenting.

Adding and managing collaborators

Invite and manage collaborators the same way you would for an organisation initiated contract.

Reviewing and editing a shared contract

1. Go to the Contracts tab.
2. In the top left corner, click the view name and select Shared With Me.
3. Open the contract you want to review.
4. If you have Write permission, edit the contract document directly.

Only collaborators with Write permission can make edits, and edits are limited to the document content, not the details panel on the left.

Adding contextual comments

1. Open the contract from the Shared With Me view.
2. Switch to Review Mode at the top of the document editor.
3. Highlight the text and click Add Comment on the toolbar.