Objective

Learn how to effectively share and distribute your Document Crunch files with team members and stakeholders.

Background

Document Crunch offers two methods for distributing your documents: electronic sharing for collaboration and PDF downloads for external use.

Sharing Options

Electronic Sharing

To share your document electronically:

• Locate the Share button in the top-right corner

• Enter recipient email addresses

• Recipients will receive an email containing a secure document link

Recipient Capabilities:

• Access shared documents

• View and edit the checklist

• Create and edit markups

• Use the chat feature with the document

Recipient Restrictions:

• Cannot forward documents to others

• Cannot create new crunches

• Cannot access other documents in your account

Download Your Document

1. Click the download button in the top-right corner.

2. Customize your download. Select content you’d like to include using new configuration checkboxes. Options include:

   1. Choose the status items and data fields you’d like to include from your Checklist.

Next, choose what content from the document you’d like to include:

1. Key Provision Match links

2. Highlights in the document of where those Key Provisions appear

3. Choose PDF Compression Type:

   1. Processed PDF: This will allow the PDF to have selectable text, regardless of the original document uploaded. However, processing times will be long to create the bigger file.

   2. Original PDF: Shorter processing time, ideal for attaching to an email. This will be the same file type as the document that was originally uploaded, therefore, it may not have selectable text.