Overview
The Modify Agreements feature allows the owner of an agreement to add or remove the files attached to an agreement and the option to add, remove, or edit the fields on the files.
The ability to modify the agreement is limited to agreements that have not yet had the first recipient complete their action. Once the first recipient has completed their action, the agreement may not be modified, and if changes are required, the agreement must be resent.
Availability:
The option to allow the modification of agreements is limited to enterprise-tier accounts..
Configuration scope:
The feature can be enabled at the account and group levels.
How it works
Agreement owners can access their agreement through their Manage page and select Modify Agreement from the list of available actions.
The user is presented with an interface to edit the files and the option to send the agreement into authoring:
Audit Report record
Modifying the agreement enters a record indicating the author of the agreement has modified the agreement. One record is entered each time the agreement is updated:
Configuration
The feature can only be enabled or disabled. There are no further configuration options.
To enable, navigate to Send Settings > Modify Agreements
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