Share an agreement by email or Teams

Steps

1. On the Agreements tab, select the agreement to open it.
2. Select Share.
3. Under Share this agreement's link with, type one email address.
4. Select Email to open a new message in your own email app, or Teams chat to open a chat with that person in Teams.
5. Check the message, which already holds the agreement's name and link, and send it yourself.

Tips

• Nothing is sent from the Agreement Tracker. The message opens in your own email or Teams, and you choose whether to send it.
• The person needs access to the Agreement Tracker site to open the link.
• To share the link another way, select Copy link and paste it wherever you need. Copy link is available on every plan.
• Enter one address at a time. To share with several people, add the others in your email or Teams before you send.

Related tasks

• Attach a document Agreement Tracker
• Add an agreement Agreement Tracker