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.
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.
Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!
This action only replaces the current recipient of the agreement. If you need to change a signer that is later on in the process, wait until it is their turn to sign.
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
Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!
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)
Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!
If an agreement is not completed or canceled by the expiration date, the transaction is Expired.
Expired agreements are tracked in their own section of the Manage page.
"Expired" is a terminal status, and cannot be reversed. Actions predicated on a terminal status (eVaulting, retention, etc.) will be triggered by an Expired agreement.
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
Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!
"Canceled" is a terminal status, and cannot be reversed. Actions predicated on a terminal status (eVaulting, retention, etc.) will be triggered by a Canceled agreement.
- Provide a reason for canceling the agreement if desired
- Optionally notify the participants of the agreement. All of them.
- Click Cancel Agreement
- 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
Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!
The right rail is replaced by the list of events logged for the agreement.
Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!