Objectives
- Share Contracts with Requesters or watchers
- Share Attachments with the Client Portal
- Share Milestones with the Client Portal
- Add Collaborators to Approve and Sign Contracts
Steps
Anchor share matters with cp share matters with cp
Share Matters/Contracts with Clients:
To share a contract with your clients via the client portal. Open the contract you wish to send, from the main application.
...
| Anchor | ||||
|---|---|---|---|---|
|
Share Attachments with Client Portal:
Additionally, users can share the related attachments with their clients in the client portal.
...
Anchor share milestones share milestones
Share Milestones with Client Portal:
Milestones will be visible in the client portal by default if the Contract is visible in the portal.
...
| Anchor | ||||
|---|---|---|---|---|
|
Add Collaborator to Approve and Sign Contracts:
In Contra, users can add their collaborators as approvers or signees.
...
