Subscription Documents
How do I invite a team member or 3rd party into the Transaction?
Subscription Documents
How do I invite a team member or 3rd party into the Transaction?
Inviting other members into your Transaction to help complete it
If you need help from a third party to finish your Transaction, try inviting them into Transact!
With this invite flow, you can designate someone as the authorized signatory for this specific Transaction and/or all of the Transactions you’re associated with.
Follow this guide on how:
Finish a Transaction started by your team member:
Here is an interactive walkthrough from the perspective of an invited team member finishing a Transaction: