You can create a copy of a CP or proforma to share with other users providing that you are not limited to read-only access on the original document. Click on the three dots in the top right corner and select Create a copy.
A dialog box will open giving you the option to either copy as a contract or a proforma.
Enter the Broker and Charterer entities. If there is no Charterer you can enter "Standalone Charterer" in the search bar.
*Please be aware that the Broker entity listed here will be responsible for paying platform fees*
Selecting Create a contract will open a new draft CP based on the original contract / proforma template.
Selecting Create a proforma template will open a new template based on the original contract / proforma template.
Click here for further guidance on proforma management.#
Toggle the Sensitive field options to include/exclude these fields
These are the sensitive fields:
Bank Details
Broker
Brokerage Commission
Charter Hire
Freight Payment
Assigning user permissions
Once a copy is made you can add the relevant users and assign their access permissions.
Click the Overview tab
In the Permissions section click the button to add a user
Select User within a company and then search for a company and a user within that company
Grant Full control permissions
Click on Add.
Note: to add multiple users at once, click Add another.
The copy will now include the appropriate individual(s). If you don't require access to the copy going forward, you can remove yourself by clicking the three dots next to your name and clicking Remove User.
