• How to video:

  • With a collaborative field, all recipients on a document can make or change entries to the field.
  • Optionally, changes made by one recipient can be rerouted to all recipients for review and approval.
  • Recipients that signed a document before the changes were made are given a new opportunity to review and approve the changes before the document is finalized.
  • Adjust the field to describe how the funds were used to include collaboration.


  • Video Included: Video Included