For all your projects sent for review or for signature to your counterparty (status Negotiating or Signing) access a unique and specific share link for your project.
🤔 How to use this feature?
1️⃣ Find the sharing link in the Participants tab of your project and configure it according to your needs (counterparty interface language, counterparty rights).
2️⃣ A shortcut is also available with the Share link button at the top right of your project page. This allows you to copy the sharing link with a single click!
Before sending the link, you can select :
🇨🇵 🇺🇲 The default language of the interface for the co-contractor,
📝 The editing rights you wish to grant to the people who have this link.
💡 You can then include this share link in the email exchanges you have with your counterparties, or easily resend it to all participants !
🟢 The person who receives the email is a project participant:
If the person receiving the share link is a participant in the project, they will be able to securely access the document through the interface by entering their email address.
📨 They will then receive a 6-digit code by email to validate their access and verify that they are indeed a project participant:
🏆 They will then be able to enter their first and last name to access the project:
🔴 The person who receives the email is not a project participant:
If the person enters an email address that you have not associated with the project, they will be redirected to a page indicating that they cannot access the document.
They can then contact the person who sent them the link to be added as a project participant.
🔐 This feature ensures greater confidentiality for your projects and ensures that the information in your contracts is accessible only to the people you have selected.