Sharing, as well as limiting access to a document, folder or template, is easily done by using access policies. There are three levels of user access; Only me, Everyone and Invite only.

  • Only me means that only you—your user—has access to the item.
  • Everyone means that everyone within the organization has access to the item.
  • Invite only means that only the teams that you select have access to the item.

Changing access policies on contracts, projects and templates

Changing access policies on contracts, projects and templates follow the same logic and it’s really easy. Simply follow these steps:

  1. Click Draft & sign, Archive or Templates in the top menu, depending on which item you wish to change the access policy of,
  2. Click the specific project, contract or template that you wish to change the access policy of,
  3. In the project, contract or template overview, click Change access policy under Settings on the left hand side and select who gets to access the specific contract or template. Then click the blue Save button.

Note: If you select Invite only as access policy, you will be asked to select what teams can access the specific project, contract or template before clicking the blue Save button.

Changing access policies on folders

Changing the access policy of a folder or subfolder is also really easy. Simply:

  1. Click Archive in the top menu,
  2. Click the Options button (the three dots) next to the folder that you wish to change the access policy of,
  3. Click Access policy and choose who can access the folder. Then click the blue Save button.

Note: If you select Invite only as access policy, you will be asked to select what teams can access the specific contract or template before clicking the blue Save button.

Pro tip: If you’re a part of multiple organisations (e.g. if you’re heading up the contract efforts in a corporate group) there’s no need to start from scratch when you want to set up templates in a new organization. Learn how to copy a template from one organization to another here

Happy contracting! 

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