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Someone shared a contract draft with me. What do I do?

Someone shared a contract draft with me. What do I do?

Tobias Rudolf Justesen
Updated
July 28, 2021

If someone shared a draft with you and you are not sure how to edit: Here is a short guide for you.

This short article will show you all you can do with a contract draft that was shared with you.


Please be aware that the person who shared the draft with you has chosen one of three different levels of editing permission: You can either only see the draft, edit/add info to fields in the draft, or edit everything including the body text. Below you can see how to interact with the draft. If there are any of the actions you cannot perform, it is because you do not have the permission to do it.


The person who sent you the draft will receive a notification when you make changes to the draft.


Most importantly though is that you save whatever edits you have made as these are not saved automatically.

Below you will find:

1. Edit/add information to fields

2. Upload attachment

3. Edit/add body text

4. Add comments

5. Add a task

6. Access the version history

First of all, open the draft directly from the email you have received. You do not need to have a Contractbook account to access or edit the draft just press View draft.

1. Edit/add information to fields 

The first thing you will typically see is the document header, where you add in the relevant details of your party. A simple click on the field you want to edit/add information to will enable you to type it in.


2. Upload attachment

Scroll down to just over the Document History and press Upload attachment.


3. Edit/add body text

To edit the body text you have to first enable full text editing. You can do so here:


Then you just edit and/or add what you need to. If you need help with the editor you can find that here.

4. Add comments

See how to add comments to drafts here.

5. Add a task

See how to add tasks to drafts here.

6. Access the version history

Read about version history here.


And lastly, remember to save.