How do I change the invited tenant?

Once you have invited a tenant to a Deal, the Document Actions dropdown in the Deal’s overview page will have active “Un-Send” and “Re-Send” buttons. Click "Un-send" to remove a tenant's access to the Deal You may now change the tenant email and invite a new tenant...

How do I manage internal team member permissions?

To change or remove permissions from an existing teammate you must be an admin user. Navigate to the “Team” page Locate the team member which you want to edit Expand permissions row by clicking the down arrow at the right-most point of the row Toggle each type of...

How do I invite internal team members?

To invite teammates you must hold admin or invite permissions.Note: If you are looking to invite a tenant to collaborate on a deal, DO NOT use the below approaches and instead navigate to: how to invite a tenant To invite internal team members to multiple deals:...

How do I invite a tenant to a Deal?

Propdocs makes it very easy to send a Document to a tenant for review. Invite a tenant after you've created your Deal and prepared a Document of the agreement. Navigate to the Deal's overview page Click "View Draft" button from on the top right of the page Click on...