Step 1: Open Your Document
Log in to your Lawpath account.
Navigate to the Documents and select the document you want to share existing or create a new document by searching the template library.
Step 2: Click ‘Share’
In the document editor, locate the ‘Share’ button in the top right corner.
Click on it to open the sharing options.
Step 3: Invite Collaborators
Enter the name and email address of the people you want to invite.
Assign their permission level based on their role:
Editor – Can make changes, edit content, and delegate tasks. Assign this role if you would like allow full editing access without approving their changes
Suggester – Can review and suggest edits but cannot make direct changes. This role is great for when you want to approve the changes beforehand.
Viewer – Can only comment on the final version without editing. They will not be able to see any AI suggestions or questionnaire.
Write a message to share any instructions on the document
Click ‘Share Document’ to grant them access.
Step 4: Collaborate in Real-Time
Once invited, collaborators will receive an email with a link to access the document.
Work together in real-time using features like:
Tracked suggestions – Use tracked changes to make suggested edits to the document. Collaborate with AI tools
Assigned questions – Direct questions to the right people.
Comments - Add a note to a clause for review later
Step 5: Finalise & Download
Once collaboration is complete, eSign or download the document if required.
Download or share the final version with your clients or external parties.
Reach out to our live chat team for any questions about your document features.