Manage, track, and change agreements

Manage agreements and get transaction-specific information

Once an agreement has been sent, you can change aspects of or get information related to the transaction.

You can find all actions and options by single-clicking a transaction on the Manage page.

View an agreement

An agreement can be opened to view the contents (in the current state) by single-clicking the agreement to select it and then selecting Open Agreement from the options in the right rail.

Replace the document on an agreement

The sender of an agreement can replace the document and manipulate the fields after the agreement has been sent, provided the first recipient hasn't completed their action yet.

Select the agreement, and if the agreement can still be modified, you will see the Modify Agreement link in the options on the right rail.

Replace the current recipient

Use this process if an incorrect e-mail address was used originally, or if you want to change the individual signing

An information bubble expands to the left. 

Depending on the enabled settings, one or more settings are exposed in the bubble:

• Replace recipient - Thios option replaces the current recipient, denying them further access to the agreement
• Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient  vin place and capable of completing the agreement

Set, edit, or cancel reminders

Reminders send an e-mail to the next signer, reminding them the agreement is waiting for their signature. They can be set for any in-progress transaction and are sent to the parties you specify.

Select the agreement you want to add the reminder to.

Click the Reminder link in the right rail.

• Configure who you want to receive the reminder, and in what iteration
  • Add a message if you like    
• Click Create

Select the agreement you want to edit and click the Remind link.

• Select the reminder you want to cancel
• Click the Cancel reminder icon (the garbage can)

Set, edit, or cancel an expiration date

Setting an expiration date for an agreement automatically cancels the transaction after the set number of days. This date can also be edited to allow for an extended amount of time to sign the document.

Set an expiration date

Select the agreement you want to edit and click the pencil icon to the right of Expiration Date: in the right rail

• A pop-out to the left allows you to set, edit, or cancel the expiration date.
• Click Save

Cancel the agreement

Canceling an agreement stops the transaction in its current state. The transaction cannot be completed and is moved to the Canceled category on the Manage page.

• Provide a reason for canceling the agreement if desired
• Optionally notify the participants of the agreement. All of them.
• Click Cancel Agreement

Share view access to an agreement

As the sender of a document, you can share an agreement with any other individual, as long as they have an e-mail address. This functionality is useful for managers or people who must see transactions that have been sent out.

• Enter the email address(es) you want to share the agreement with.
  • Comma separated if there are multiple
• Add a message if you like
• Click Share

Download a PDF copy of an agreement

Download a PDF copy of the current version of the agreement. You can download either the full PDF or the individual files (ordered as they were when uploaded).

Review the activity (event history) of the agreement

Events for the transaction can be reviewed in the History tab. This is an account of all of the steps the agreement when through up until the present. The Audit Report is a saveable version of this information, in PDF form.

The right rail is replaced by the list of events logged for the agreement.

Access the audit report for the agreement

A PDF copy of the audit report can be downloaded by selecting the agreement, and clicking the Download Audit Report link in the right rail options.