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How do I change the invited Counterparty?

To remove deal access from the other party in the agreement, navigate to the Deal Overview page.

    • If the counterparty has yet to accept the deal invite, click “Cancel” in the Document Overview header to remove the other parties access to the Deal.



    • If the counterparty has already accepted the deal invite, click “Remove” in the Document Overview header to remove the other parties access to the Deal*


 

*The counterparties access cannot be removed after the deal invite was accepted if there are any documents shared with the counterparty or they have created documents in the deal themselves.