Transact. Join a Deal

Transcription

1 Transact Join a Deal

2 Participate in your deal checklist online Automate the transaction process so your deals move faster and more securely. Join Exchange Close Once you ve joined a deal, you can access it on your desktop and online. Exchange draft documents, comments files, signature pages and execution versions in one place. Upload your signature pages when you re ready. You can download a local copy of the deal files in a click.

3 Discover your checklist The documents checklist is the principal screen you ll use to exchange and organize draft agreements throughout the course of the transaction. Folders are on the left. The document status is on the right. At a glance, you can see if the document s signed. Each row contains files (e.g. the current version, signature pages, and schedules). Get started

4 Accepting your invitation Join When you re invited to a deal, you ll receive an invitation. Click View the invitation to get started. When you follow the link in the , you ll be directed to your pending deal invitations in Workshare. Click Accept to add the deal to your deal list. 4

5 Go to the deal for the first time Join When you open the deal from your deal list, you ll see the documents checklist. This is where you can access draft agreements, exchange comments files, see execution versions and upload signature pages. It may be empty or the deal creator may have started to add documents. Exchange files and create final versions (page 6). See all parties to the deal. See every activity that s happened in your deal (page 8). Access final versions in the documents checklist (page 10). See which people are participating in the deal. From the Deal actions menu, you can: Export a copy of the checklist as a PDF or Word file. Download a zip folder of all the files in the checklist or all the final versions. See a summary of the status of all documents in the deal. Turn on/off your notifications about this deal s activity. Leave the deal. 5

6 See draft versions and add comment files Exchange Each document can have one or more draft versions. You can add comments files to any draft. To view the drafts and comments files for a document, click Show files. When you do, the option will change to Hide files. To see previous versions of the document, click the menu and select Version History. From here, you can also add comments files to previous versions. To see the latest version of a document, click its name. From the file view, you can save the file or print it. You can add a comments file to the latest version here. 6

7 See and add files that have no versions Exchange Documents that don t have versions are typically added as related files. Add a related file. Several related files can be added to one checklist row. See related files. 7

8 The timeline Exchange The timeline provides a chronological feed of every activity within the deal. It records file uploads and deletions, status note additions, and participants joining or leaving the deal. Deal participants who have notifications switched on will receive an update about each activity. 8

9 View execution versions and upload signature pages Close When your documents are in agreed form, you can use the documents checklist to organize and exchange execution versions. If the execution version is already in Transact, you can see it by clicking its name. To add the execution version, click New version and select Execution Version. To add a signature page, click Add new next to Signature pages. When you upload a signed agreement or signature page, you can indicate which party signatures are contained in the file by selecting the relevant assigned party. If you do, the relevant party is ticked off automatically at the top of the document, under Parties. 9

10 Upload, create and see final versions Close You can choose whether you d like to use Workshare s bespoke PDF tool to create a the final version (bible version) or whether you d like to upload a pre-existing final version from your computer. To view all final versions that have been created, go to the Final Versions screen. To download all the final versions, select Bulk download from the Deal actions menu. Upload a file as the final version. Designate the latest version as the final version. Use Workshare s PDF tool to create the final version. 10 i The execution version needs to be uploaded before you can use Workshare to create a final version.