Add participants to a transaction
While working on a transaction at a law firm, you will very often have teammates who are collaborating on these closing processes. SimplyAgree allows you to grant your colleagues access to your transactions!
- To add participants click on the sidebar icon that looks like a silhouette with a '+' sign
- Type your colleague's email address in the "New participant email" field
- Click "Invite"
- The individual you've invited will receive an email informing them that they've been invited to your SimplyAgree transaction. When they log into SimplyAgree, they will have the ability to view and edit the transaction
