Invite a Team Member
Inviting team members to Lawpath allows you to collaborate on templates together.
If you haven't yet invited your colleague to join the team, simply go to your 'Account Settings' and click on 'Team Members'.
How to Collaborate
In your document, select 'Collaborate' from the top of the page
Choose your team members
Optional: add a message that will send via email to let them know what to work on
Choose 'Invite to collaborate'
Leave comments for your team to stay on track with goals for the document
Notes
Only the Document Owner (the person who started the document) will be able to mark the document as Complete
Collaboration is only available within the questionnaire. Editing the body of the document is only available for the Document Owner
The Collaboration and Team Members feature is exclusively accessible to users with Legal Plans.