Getting Started

Overview

Share with Others

Allow a non-party to view an agreement by sharing it.

Share

For security reasons, a newly encrypted security token is created for each person you share an agreement with. If a person's security token is invalid, has expired, or has been revoked then the recipient can no longer access the agreement.

1.
Open the agreement you wish to share.
2.
Click on the '. . .' (or ellipses) at the top right corner of the agreement to toggle the dropdown menu.
3.
Select 'Share' from the dropdown menu. This should open the Share module.
4.
Create an access token by entering the email or username of the non-party you wish to share the agreement with in the field provided.
5.
Submit the form, and viola! The person you specified should be granted access.

Tip: If the agreement has confidential information. only share it with people you trust.

Revoke Access

You may revoke this access at anytime.

Remember: Although you may revoke access from a non-party at anytime, you cannot prevent that party from taking screenshots or copying what he or she sees while he or she has access.