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Add the counterparty to the project

How to add the counterparty to the project to share a version?

Updated over 3 weeks ago

Speed up your negotiations by inviting your counterparty directly on Tomorro. They will get access to a dedicated, secure, and free negotiation space.

Features Available to External Parties:

  • Invite team members

  • Modify the project

  • Private or public comments

  • Compare and review documents

  • Electronic signature

To enable these features, first add them as Participants in the project.

Add the counterparty

  • Open your project.

  • Go to the "Participants" section.

  • Click "Add a participant" under the counterparty's company name and enter their email address.

Until a version is shared with them, they will not be notified or have access to the project.

If a version has already been shared, any newly added email will automatically receive:

  • The latest version of the project

  • The note included in the version sharing

Remove a counterparty

  • Open the "Participants" panel.

  • Click the "..." next to the person you want to remove.

  • Select "Remove from project".

To learn how to manage counterparty permissions, check out our guide: Manage Counterparty Rights.

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