Share an agreement with another user

As the sender of a document, you can share an agreement with any other individual, as long as they have an email address. This functionality is useful for managers, or people who must see transactions that have been sent out.

Note:

Only the user you sent it can edit or cancel shared agreements. Sharing just provides visibility of the document and its history.

Quick steps

  1. As sender of the agreement, go to the Manage page.
  2. Click the agreement.
  3. Click the Share tab on the right side of the page.
  4. Enter an email address to share the agreement to.
  5. Enter a message.
  6. Click the Share Agreement button.

Step-by-step

  1. As the sender of the agreement, go to the Manage page, and click the agreement. Then, click the Share tab on the right side of the page.

    NAv to Share tab
  2. Enter the email address of the person you want to share it to. Add a message to send in the email and click the Share Agreement button.

    Share PAnel

    Note:

    This Share persists even if you delete the transaction from your Manage page view.

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