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  • How to Share Contracts & Collaborate with External Parties




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Collaborators will receive notifications to promptly review and can conveniently access their assigned contracts through the client portal.

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They can easily approve/reject contracts via the received email .or click on the contract ID to open it from the client portal

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All the contracts shared with them will be accessible from the client portal.

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From the Approval Center, a collaborator can open the contract to review, start a negotiation, approve or reject.

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Similarly, they can sign contracts from the Signature Center based on the defined signature workflow.

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This facilitates efficient collaboration and ensures that all stakeholders can contribute to the document's progress.

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Additionally, you can request external parties to sign documents electronically, streamlining the signing process and eliminating the need for physical signatures.

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