Collaboration & approvals
Share documents, negotiate, and get internal sign-off before signing.
- Document stages explainedWhat Draft, Review, Signing, Signed and Done mean, how a document moves between them, and how to change the stage yourself.
- Share a document with external partiesInvite the other party by email, send them a personal link, or create a view-only public link, and control how long access lasts.
- Comments, discussions and change proposalsDiscuss a document with colleagues and the other party, mention people, and accept or reject proposed changes.
- Revisions and document comparisonUpload a new version of a document, see what changed between versions, and compare any two documents side by side.
- Internal approvals with checkpointsRequire approval from colleagues or teams before a document goes to the other party or to signing.
- Review contracts with playbooksTurn your review checklist into a playbook, let the AI check documents against it, and see red and orange flags at a glance.
- I can't edit a documentWhy a document is read-only and how to make changes: join the document, check the stage, or check whether it's an uploaded PDF.