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.
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.
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.
Use this process if an incorrect e-mail address was used originally, or if you want to change the individual signing
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.
An information balloon expands to the left.
- Click the Replace Participant link
- Provide the email for the new recipient and click Replace
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)
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.
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
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.
"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
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 the current version of the agreement. You can download either the full PDF, or the individual files (ordered as they were when uploaded).
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.
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.