Invitations & Roles
How do I invite others to sign?
Once your agreement is ready, you can prepare participant invitations from the Agreement Summary or the parties/signatures step. BYOC and marketplace drafts let you save invitation details before payment, but the share link stays hidden until the agreement has the required credits and readiness unlock.
INVITATION FLOW ━━━━━━━━━━━━━━━━━━━ 1. PREPARE Owner adds email + role 2. FINALIZE IF REQUIRED EEZY Credits unlock the invite link 3. SHARE Magic link sent via email 4. ACCEPT Recipient clicks link ━━━━━━━━━━━━━━━━━━━ ⚡ Expires after 72 hours
- Go to the Agreement Summary page.
- Locate the Invitations Panel.
- Click the Invite User icon.
- Enter the participant's Email and select their Role (e.g., Tenant, Guarantor).
- Click Prepare Invitation or Send Invitation, depending on whether the agreement is already finalized.
The status will change to PENDING until they accept. If credits or final setup are still required, the invitation is prepared but its link, email delivery, acceptance, and signing remain locked until execution unlock. You can revoke invitations if needed.
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