A transaction starts private to you. There are two ways to let someone see it, and they answer different questions:
- Invite a collaborator when someone needs to work the transaction — open the documents, edit the record, see the whole picture. They get an account and appear on the Team.
- Send a read-only link when someone just needs to look — an escrow officer checking what's on file, a broker glancing at the package, the agent on the other side who wants your dates. No account, no invite, and you can revoke it.
Both live on the transaction's People tab. Collaborators first.
When you want help on a transaction — a co-agent, your transaction coordinator, the lender, an escrow officer — you can invite them to the transaction by email and give each person exactly the access you choose.
Sharing is per transaction, never per seat: you can invite up to 25 collaborators on any transaction at no extra cost, whether you're on a paid transaction or your free first transaction. One price covers the whole team or just you — see Plans and transactions.
Invite someone to a transaction
Inviting is the transaction owner's job — the person whose workspace the transaction lives in. On the transaction, open the People tab and find the Team section at the top. Click Invite, then:
- Type the person's email address.
- Pick their access — Can view or Can edit (read-only is the default).
- Click Invite.
They don't need a LetterScript account to be invited. LetterScript emails them a link; when they open it and hop in — creating a free account first if they don't have one, which takes seconds — the transaction lands on their own board badged shared with you, with exactly the access you picked.
An invited person shows as Pending in the Team list until they accept, then flips to Active. You can invite up to 25 people per transaction; pending invites count toward that limit until they're accepted or removed.
What "view" and "edit" mean
Both roles let someone open the transaction and see its full picture — the Overview, the Files (documents and what this address requires), the Workflow and its deadlines, and the People on the transaction. The difference is what they can change:
- Can view — read everything. They can't edit the transaction record, upload documents, or change anything, and the transaction assistant isn't available to them (asking spends the owner's AI allowance).
- Can edit — everything a viewer can do, plus edit the transaction record, upload or attach documents to the transaction, and schedule meetings with the people on it using their own Calendly account (see Meetings & Calendly).
You can change someone's role or remove them at any time (see Manage the team).
What collaborators can't do
Some things stay with the owner, by design:
- The transaction's email inbox is owner-only. The Email tab — the transaction's mailbox, sending, and AI drafts — is hidden for shared transactions. A transaction's mailbox lives in the owner's workspace, so collaborators can't read or send the transaction's email. See Email from inside a transaction.
- Only the owner manages the team. Collaborators see the Team roster but can't invite others, change roles, or remove people. Sharing a transaction never lets a guest widen who else gets in.
- Nobody else pays. The transaction was paid for when it was created, and all of a shared transaction's usage is billed to the owner — so inviting people never costs a collaborator anything and never charges you per seat.
Accepting an invite
If you've received an invite, click the Accept the invitation button in the email. That opens LetterScript and, once you're signed in (or after you create a free account), shows you who invited you, the transaction, and your access. Click Accept & open and the transaction appears on your own board marked shared with you — open it any time from there.
The invite link is tied to the address it was sent to. If you already have a LetterScript account under a different email, sign in with the address the invite was sent to so it can bind to you.
Manage the team
Back on the People tab's Team section, the owner can, for each collaborator:
- Change their role — switch between Can edit and Can view from the dropdown next to their name; it takes effect immediately.
- Remove their access — click the ✕ next to their name. Access stops right away, and the transaction disappears from their board. You can re-invite the same person later if you need to.
Send a read-only link
Below the Team section on the People tab, Read-only link creates a link anyone can open without signing in. It's the transaction owner's to create — collaborators don't see the section.
Choose how long it should last — 7, 14, 30 or 90 days, 14 by default — then click Create link. The link is copied to your clipboard as it's created, ready to paste into an email.
What the other side sees
Only this: the transaction's address, its disclosure checklist, and which documents are on file, by type only.
Never the documents themselves, never their filenames, never your notes, never anyone's contact details — and never the transaction's own name, which is free text and often carries a client's name.
Treat the link like a password
There's no sign-in, so whoever holds the link is in. Send it to one person, and revoke it when they're done.
Each link shows how long it has left and whether it has been used — Not opened yet, or Opened 3 times — so you can tell whether it reached the person you sent it to. Copy takes the link again. The ✕ revokes it, and it stops working immediately.
A subscribable feed of the deadlines
Calendar, beside a link, copies a second address: the same link read as a live feed of this transaction's deadlines. Paste it into Google Calendar, Apple Calendar or Outlook under subscribe by URL, and the other side's calendar follows your dates as they move.
The feed carries the standard contract deadlines and the rule each one was counted from. Your own edits stay private: a milestone you renamed goes out under its standard name, a reason you typed beside a date never goes out at all, and a custom date of your own isn't in the feed. Deadlines you've marked done stay, ticked; waived and voided ones are left out.
Revoking stops the feed updating, but it may not clear dates already on someone's calendar. Calendar apps sync on their own schedule and most keep the last copy they received. Revoking reliably stops anything new reaching them — it is not a retraction.
If what you want is a sheet to send rather than a feed to subscribe to, use Dates sheet on the Workflow tab instead; see Deadlines and the timeline.
Good to know
- Up to 25 collaborators per transaction, at no extra cost — never a per-seat fee.
- Collaborators are separate from the transaction's Parties (the buyer, seller, and other contacts listed further down the People tab). Parties are people the transaction is about; collaborators are people who work it in LetterScript.
- A shared transaction shows a Shared with you banner at the top with the owner's name and your access level, so it's always clear whose transaction it is.
- Removing a collaborator or a whole transaction doesn't delete their account — it only ends their access to that transaction.