Negotiating using guest access

How to access your negotiation

1. Open your invitation to negotiate email and click Open the document.

2. This will direct you to the Guest Access log in page. You can start negotiating once you've entered your email address.

Negotiating using Guest Access

1. Now that you have access to your document. Click Unlock and Confirm to start negotiating.

2. Your counterparty's positions will appear in orange under each election (this will appear as blank if they've yet to make their selections). To input your own positions, simply click/enter your preferred selection.

3. Once you have entered your positions, select Confirm and then Send from the top right of the screen to return the document to your counterparty.

Executing documents using Guest Access

1. When both parties are in agreement and the negotiation has hit 100%, you're able to finalise your negotiation by selecting Confirm and then Yes.

2. When both parties have confirmed, you'll be taken to the signing page where you'll be required to upload your signature page (for offline signatures) or sign electronically (online signatures).

3. Once both parties have signed, the Generate executed copy button will become functional. Select this to finalise your negotiation.

• Inline comments: can be added to documents beside elections.

• Internal: comments are visible to your internal team that have access to the document either in your registered account or via the Guest Access link.

• External: comments are visible to your counterparty.

• Compare: The compare button in the toolbar allows you to apply counterparty positions across all elections in one click.