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.

select_an_agreement


View an agreement

An agreement can be opened to view the contents (in the current state) by double clicking the agreement in the Manage page list.

You can also open the agreement for viewing by single clicking, and selecting View Agreement from the options in the right rail.

view_agreement


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_document

Note:

Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!


Replace the current signer

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

Note:

This action only replaces the current signer 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.

Select the agreement and then mouse over the current recipient. 

An information balloon expands to the left. 

  • Click the Replace Participant link
  • Provide the email for the new recipient and click Replace
new_manage_page_-replacethecurrentparticipant

Note:

Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!


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
new_manage_page_-reminder

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:

Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!


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.

Note:

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
new_manage_page_-editexpire

Note:

Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!


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.

Note:

"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.

Select the agreement you want to cancel, and click the Cancel link in the right rail.
  • Provide a reason for canceling the agreement if desired
  • Optionally notify the participants of the agreement. All of them.
  • Click Cancel Agreement
new_manage_page_-cancel


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.

Select the agreement and click Share in the right rail options
  • 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
new_manage_page_-shareagreement

Note:

Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!


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).

Download


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.

Select the agreement you want to review, and click the Activity link at the bottom of the right rail options.

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

new_manage_page_-activity

Note:

Note: If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!


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.

audit_report

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