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.
   
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.
   
3. Under Users click on Add User.
   
4. Enter email address, first name, last name, phone number and users role (required).
   
5. Choose which permission level you are granting the User.
   
6. Click Send Invite button to invite others to join the document.
   

Option 2:

1. Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
   
2. Double click on the document you want to add users.
   
3. Click on the Submenu or nine square grid at the top right of the page.
   
4. Click Add User to invite users.
   
5. Enter the email address, first name, last name, phone number and users role (required).
   
6. Choose which permission level you are granting the recipient. 
   
7. Click Send Invite button to invite others to join the document.