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 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.

  1. As sender of the agreement, go to the Manage page.
  2. Single-click the agreement.
  3. Click the History tab on the right side of the page.
  4. Click Replace Signer.
  5. Enter the e-mail address of the new signer.
  6. Enter a message for the new signer.
  7. Click Replace Signer.

Note:

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

Cancel a transaction

Canceling an agreement stops the transaction in its current state. The transaction cannot be completed and is moved to the Cancelled/Declined category on the Manage page.

Note:

Canceling a transaction is a permanent action that cannot be undone. The agreement needs to be resent from scratch, if necessary.

  1. Click the Manage page.
  2. Single-click the transaction that you want to cancel.
  3. Click Cancel in the upper-right corner.
  4. Choose whether you want to notify other parties by email.
  5. Enter a note/reason.
  6. Click Cancel.

Note:

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

Reminders: Set or remove e-mail automated "nudging"

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.

Set a reminder

  1. As sender of the agreement, go to the Manage page.
  2. Single-click the agreement.
  3. Click the Remind tab on the right side of the page.
  4. Select the participants whom you want to receive a reminder.
  5. Set whether the reminder is sent at a specific frequency or on a specific date.
  6. Add a note that will appear in the Reminder e-mail.
  7. Click Set Reminder.

Cancel a reminder

  1. As sender of the agreement, go to the Manage page.
  2. Single-click the agreement.
  3. Click the Remind tab on the right side of the page.
  4. Click the trash can icon, next to the reminder.

Note:

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

Expiration Dates: Set or extend termination dates

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:

Once an agreement expires, the transaction is canceled. Canceling a transaction is a permanent action that cannot be undone. The agreement needs to be resent from scratch, if necessary.

Set an expiration date

  1. On the Send page, select Completion Deadline or Set an expiration date for this document under Options or Send Options.
  2. Enter the number of days for the expiration.
  3. Check to see if the displayed, projected date is correct.
  4. Continue the send process as normal.

Change or cancel expiration date

  1. As sender of the agreement, go to the Manage page.
  2. Single-click the agreement.
  3. Click the Edit link next to the expiration date, in the upper right window.
  4. Select whether to change or remove the current deadline.
    • If changing, set the new expiration date.
  5. Choose whether to notify the current recipients.
  6. Click Save.

Note:

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

History and Audit Reports

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.

  1. As sender of the agreement, go to the Manage page.
  2. Single-click the agreement.
  3. Click the History tab on the right side of the page.
  4. Review the events for the agreement.
  5. Click the Audit Report link to open a PDF version of this information.

Note:

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

Share access to a transaction

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.

  1. As sender of the agreement, go to the Manage page.
  2. Single-click the agreement.
  3. Click the Share tab on the right side of the page.
  4. Enter an e-mail address to share the agreement to.
  5. Enter a message.
  6. Click the Share Agreement button.

          Note:

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

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