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'.
This will give Team Members their own separate account to create documents and use all of the Essentials Plan features- eSign, document templates, workflows and more!
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
Terminating Team Member Access
If you would like to stop Team Member access, you can do this simply by going to the Team Members in the account settings, and using the 'bin' icon.
This will immediately stop the Member from being able to collaborate on shared documents as well as lose access to the premium features.
Their account will remain open as a 'Free Account'.
The documents in their account will be locked by the payment window, and the Team Member will need to pay for their own membership to resume access.
For users who need to access the documents from the Team Member account, you will need to have the Team Member 'share' these directly before the Team relationship is terminated.
Documents in a Team account can not be merged to the Owner account at the end of the Team relationship.
The Collaboration and Team Members feature is exclusively accessible to users with Legal Plans.