Access a Contract Sent for Negotiation

When a contract owner sends the contract for negotiation, the negotiators will receive an email with a password protected link to access the contract document. 

As a negotiator, to access a contract sent for negotiation:

1. Open the contract review request email from Zoho Contracts. 
   
2. Click Review Contract in the email. 
   
3. Enter the password to access the document. 
   

Note: A negotiator does not need a Zoho Account to view, add comments, or suggest edits to the contract document. 

Suggest Edits to a Contract Document

1. Open the contract review request email from Zoho Contracts.  
   
2. Click Review Contract in the email.
   
3. Enter the password to access the document. 
   
4. Edit the document to suggest changes. 
   

Note: Changes made to the document are displayed as redlining. This is for the sender to track the changes that the negotiators make to the document.   

To suggest edits using MS Word:

1. Open the contract review request email from Zoho Contracts.  
2. Click Review Contract in the email.
3. Enter the password to access the document. 
4. Click Edit in MS Word at the top, then edit the contract in MS Word, and click Save.

Note: 

1. To suggest edits to a contract using MS Word, the counterparty must have the MS Word desktop application.
2. To track the changes made to the contract document, you should enable the Track Changes option in MS Word. 
   

Add Comments to a Contract Document

1. Open the contract review request email from Zoho Contracts.
   
2. Click Review Contract in the email.
   
3. Enter the password to access the document. 
   
4. Select the text you want to add a comment to, then click Add Comment  on the toolbar at the top of the document editor.
   
5. Enter the comment in the window that opens up on the right panel, then change the comment visibility from the dropdown menu if needed, and then click Add. By default, My Organization Members is set in the comment visibility dropdown menu.
   

 

            

 

Note:

• When My Organization Members is set in the comment visibility dropdown menu, the comment will be visible to the other members in your organization with Edit or Comment permission.
  
• If you choose Everyone in the comment visibility dropdown menu, the comment will be visible to the other members in your organization and to all the members in the sender's organization who have access to the document with Edit or Comment permission.
  
• If you choose Contract Owner Only in the comment visibility dropdown menu, the comment will be visible only to the user who sent the contract for negotiation. 
  

Tip: You can also add a comment from the right-click menu. To do so, select the text you want to add a comment to, then choose Add Comment  from the right-click menu. Only members with Edit permission can add comments from the smart toolbar. 

Finish Review

1. Open the contract review request email from Zoho Contracts.
   
2. Click Review Contract in the email. 
   
3. Enter the password to access the document. 
   
4. Click Finish Review at the top.
   
5. Check the Proceed for Signing checkbox if you agree to sign the document. 
   

Note: Only the counterparty primary contact of the contract can finish the review after the negotiation.

Download a Contract Document  

1. Open the contract review request email from Zoho Contracts.
2. Click Review Contract in the email.
3. Enter the password to access the document.
4. Click More  at the top-right corner of the document editor.
5. Choose Download,  then select the Download Format.
   

Compare Changes  

1. Open the contract review request email from Zoho Contracts.
2. Click Review Contract in the email.
3. Enter the password to access the document.
4. Click Compare Changes at the top.
5. Choose the past review cycle that you want to compare with the current version from the Past Review field, then click Compare. 

Note: If the contract is currently in the post-execution stages, you can compare the current document version with previously executed versions. Suppose the contract is sent for negotiation for the 3rd amendment. In that case, you can compare the current document version with the original document that was executed in addition to the document versions in the past review cycles of the current amendment.

     

View Negotiation History   

1. Open the contract review request email from Zoho Contracts.
2. Click Review Contract in the email.
3. Enter the password to access the document.
4. Click More  at the top-right corner of the document editor.
5. Choose Negotiation History, and then select the review cycle.