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How do I share a document with my Counterparty?

To share a document with your counterpart you must ensure the counterparty has been invited to the deal first. After this, you can share documents which are in the draft status:

  1. Click on “Actions” in the document table
  2. Select the “Send to Counterparty” action
  3. Confirm

The counterparty will now have access to view this document in Propdocs.

Note: The “Send to Counterparty” action is also available inside of the document editor.