Personal tools

Sharing a Contract

A contract that you want to make available for editing by another Sinai Central user is available through the Sharing tool.

Before We Start

The sharing tool allows for two functions to occur with contracts:
  • editing a contract
  • viewing a contract that is not available to another viewer via other privileges (as department admins and fund admins can always see contracts within their department)

Overview of Steps

  1. Login to Sinai Central
  2. Find the transaction
  3. If the contract has the status of PROCESSED, you will have to select RENEW, CHANGE ORDER, OR TERMINATE from the left hand menu.
  4. Select the Share tool.
  5. Assign a person that the contract will be shared with

Sharing a Contract

  1. After finding the contract that you want to change, click on SHARE in the left hand menu.
  2. Select the link to select a user to share with.
  3. Add a comment about the share.
  4. Click the SUBMIT button at the bottom of the form.

The user receiving the transaction will have access to all portions of the form. Review the related items below for further information on contracts.

Going Further

This is unlike Forwarding a Draft as the ownership of the transaction does not leave the requestor.
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