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Share the contract and talk to the counterparty

Written by Fredrik Muri Slettestøl

This article shows you as a contract owner how to give others access to the contract, and how to talk to the counterparty inside the solution.


Share with colleagues

Go to the Sharing tab and select Add internal participant. The table shows Name and Role, so you can see who has access and what they can do.

ℹ️ Note: Share with the person who actually follows up the agreement, not the whole department. A contract often holds prices and terms not everyone needs to see.


Share with the counterparty

If the supplier should see the contract, use Add external participant. They see only this contract, not the rest of what you have.


Send a message

The Dialog with counterparty tab holds the messages between you. Write the message and select Send.

To attach something, use Upload from disk for a new file, or Attach from contract documents for something already there.

💡 Tip: Use the dialog rather than email for anything about the agreement. Then the history sits with the contract, and whoever takes over later can find it.

Screenshot of the sharing tab with internal and external participants


Next

See Inside a contract for the other tabs.

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