Receiving and unlocking a document

How do I know when I've received a document?

You will be notified via email when your counterparty has returned your document. The document will then appear in your Active tab on the platform for you to review. All received invitations will appear in the active negotiations table with 'Negotiation' in the status column. Click on the row of the invitation you wish to open.

"Unlocking" a document

  1. Once opened, you can click Unlock in the banner under the Toolbar.
  1. Unlocking the document means you are assigning yourself as the active user on that document.
  1. Once unlocked, your document is open for you to review and edit.
notion image