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.
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.
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:
Select the agreement you want to add the reminder to.
Click the Reminder link in the right rail.
Select the agreement you want to edit and click the Remind link.
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
"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.
The right rail is replaced by the list of events logged for the agreement.