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Team collaboration
How to collaborate in teams, share your contracts and contracting work
How can I share my documents with colleagues?
How can I share my documents with colleagues? Here are the main shortcuts for you to manage team sharing permissions and invite colleagues to access your documents: Templates: Go to Templates > Edit template > Team sharing & access. Drafts: Go to Drafts > Select document > Team sharing & access. Contracts: Go to Documents > Select document > Team sharing & access. ![Team sharing & access](https://storage.crisp.chat/users/helpdesk/
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Who can see my documents?
Who can see my documents? You can control the access rights for your own templates and documents. Here are the main shortcuts for you to see who has access rights and manage team sharing permissions of your documents: Templates: Go to Templates > Edit template > Team sharing & access. Drafts: Go to Drafts > Select document > Team sharing & access. Contracts: Go to Documents > Select document > Team sharing & access. ![Team sharin
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How can I use workspace user group permissions to share access my documents?
How can I use workspace user group permissions to share access my documents? The most powerful way to share your documents with your team is to share access to your document for your workspace user group. Here are the main shortcuts for you to invite users and manage workspace permissions: You can invite users to your workspace by adding the emails to the workspace access list, go Workspaces > Select workspace > Workspace access > Invite people > Select role. As a workspace admin, you
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