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:

  1. Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
    screencapture-dev-docuwalk-contracts-2020-06-04-21_39_02
  2. 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.
    screencapture-dev-docuwalk-contracts-2020-06-04-23_05_17
  3. Under Users click on Add User.
    screencapture-dev-docuwalk-contracts-2020-06-05-20_17_40
  4. Enter email address, first name, last name, phone number and users role (required).
    screencapture-dev-docuwalk-contracts-2020-06-05-20_19_08
  5. Choose which permission level you are granting the User.
    screencapture-dev-docuwalk-contracts-2020-06-05-20_20_16
  6. Click Send Invite button to invite others to join the document.
    screencapture-dev-docuwalk-contracts-2020-06-05-20_21_20

Option 2:

  1. Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
    screencapture-dev-docuwalk-contracts-2020-06-04-21_39_02
  2. Double click on the document you want to add users.
    screencapture-dev-docuwalk-contracts-2020-06-04-23_05_17
  3. Click on the Submenu or nine square grid at the top right of the page.
    screencapture-dev-docuwalk-contracts-5ed8ff74c55b4a00273321bf-2020-06-05-20_24_14
  4. Click Add User to invite users.
    screencapture-dev-docuwalk-contracts-5ed8ff74c55b4a00273321bf-2020-06-05-20_26_48
  5. Enter the email address, first name, last name, phone number and users role (required).
    screencapture-dev-docuwalk-contracts-5ed8ff74c55b4a00273321bf-2020-06-05-20_28_40
  6. Choose which permission level you are granting the recipient. 
    screencapture-dev-docuwalk-contracts-5ed8ff74c55b4a00273321bf-2020-06-05-20_30_04
  7. Click Send Invite button to invite others to join the document.
    screencapture-dev-docuwalk-contracts-5ed8ff74c55b4a00273321bf-2020-06-05-20_31_16