Overview
The Invite Third Party feature allows you to share contracts with external parties for approval or negotiation without leaving the platform. You can control how the contract is shared, what level of access the third party has, and how long the shared link remains valid.
How to Invite a Third Party
Step 1: Access the Contract
Navigate to the desired contract from the Repository or your contract list. The contract page will show the current stage (e.g. Internal Review) along with the action buttons at the top.
Step 2: Click Invite Third Party
Click the Invite Third Party button at the top right of the contract details page. This opens the Invite External Collaborators panel.
Invite External Collaborators Panel
Choosing a Sharing Method
At the top of the panel, select how you want to share the contract:
Restricted Access Link
Shares the contract via a secure web link. Recipients need to authenticate via a One-Time Password (OTP) before they can access the document. Fill in the following fields to configure access:
Invite people by email: enter the email address of the third party
Role: select the level of access the third party will have (Writer, Commentator, or Reader)
Select Additional Docs to Share: attach any additional documents alongside the contract
Validity Period: set how long the shared link stays active. Options are 1 Day, 3 Days, 7 Days, 15 Days, 1 Month, 3 Months, 6 Months, and 1 Year
+ Add Invitees: add multiple third-party users to the same invitation
Click Invite to send the invitation.
Via Email
Shares the contract directly via your connected email account. To use this method, you first need to authorise your email by clicking either Google or Outlook from the options shown. Once authorised, the contract is shared through your connected inbox.
General Access Link
Generates a link that anyone can use to access the contract, inside or outside your organisation. Click Copy Link to copy the link and share it manually. No email or authentication is required from the recipient.
Third Party Interaction
Once the third party opens the shared contract, they will be prompted to enter a name to be used for collaboration. The contract opens in the editor with Track Changes mode enabled.
The third party has two options at the top of the editor:
Finalise Draft The third party approves the contract with a single click. All followers of the contract are notified via email upon approval, and the process proceeds to e-signature.
Negotiate The third party makes changes based on their assigned role:
Writer: edits the contract directly. All changes are tracked and can be accepted or rejected by the contract owner
Commentator: adds comments visible to the contract owner for review
Reader: views the contract without editing capabilities
After making changes, the third party clicks Negotiate and adds a remark. The contract owner is then prompted to review and act on the suggested changes. Once the third party approves, the contract status updates to Third Party Approved, indicating that the approval process is complete.
Conclusion
The Invite Third Party feature gives you a structured and controlled way to bring external parties into the contract review process. Setting the right access level for each invitee ensures that third parties can only do what is intended, keeping the contract secure throughout the negotiation. Using a shorter validity period for sensitive contracts adds an extra layer of protection once the review window has passed.