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How do I share a document with my Counterparty?

Documents in the Draft and Uploaded statuses can be sent to the counterparty for review.

  1. Click on 3-dot menu icon in the document table
  2. Select the “Request Counterparty Review” action
  3. Confirm

The counterparty will now have access to view and provide suggestions to this document in Propdocs. If you only want to give the counterparty view and download access to the document, use the ‘Grant Counterparty Access” action (only available for Uploaded documents).

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