-
Document GPS Resources
-
1REport Resources
-
Getting Started
-
Common Questions
-
Sign up
-
Accounts in DocuWalk
-
Login/Logout
-
DocuWalk Screen
-
Settings
-
Documents
-
Contracts
-
Templates
-
Editor
-
Roles
-
Notifications
-
Chat and Messaging in DocuWalk
-
Search
-
Help
-
Billing & Subscription
-
Technical
-
Company
-
Onboarding and Training
Add Users to a Contract
Adding a User to the Contract
You have two options to set preferences and adding Users within a document.
Option 1:
- Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
- Click once on the contract you want to add a user to. On the right side of the screen the document information, Attachments and Users will be displayed.
- Under Users click on Add User.
- Enter email address, first name, last name, phone number and users role (required).
- Choose which permission level you are granting the User.
- Click Send Invite button to invite others to join the document.
Option 2:
- Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
- Double click on the document you want to add users.
- Click on the Submenu or nine square grid at the top right of the page.
- Click Add User to invite users.
- Enter the email address, first name, last name, phone number and users role (required).
- Choose which permission level you are granting the recipient.
- Click Send Invite button to invite others to join the document.