Sharing Options

Overview

There are two main ways to navigate to the Contract Sharing interface. The first, and likely the most direct, is through the New Contract tab. After a user creates a new contract, they are automatically taken to the contract sharing screen, where they can choose their preferred method of sharing—via URL link, direct email, or both. The second method is through the "Starter" section under the My Contracts tab (see screenshot below). In this view, users can locate the contract they wish to share and click the three-dot icon in the top-right corner of the contract card. By selecting Share from the dropdown menu, they are directed to the same contract sharing interface, where they can then choose to share the contract using a direct URL or by sending emails to specific recipients.