Review Copy of Contract Same as Final Copy

Manage agreements and get transaction-specific data

Once an agreement has been sent, you can change aspects of or get information related to the transaction.

You can find all deportment and options past single-clicking a transaction on the Manage folio.

Select an agreement


View an understanding

An agreement can be opened to view the contents (in the current state) by single clicking the agreement to select it, and then selecting Open Agreement from the options in the right rail.

Open agreement


Replace the document on an agreement

The sender of an agreement can replace the document and dispense 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 yet exist modified, you will see the Modify Agreement link in the options on the correct runway.


Replace the electric current recipient

Use this process if an incorrect electronic mail address was used originally, or if y'all want to change the private signing

This activity only replaces the current recipient of the agreement. If you demand to change a signer that is later on in the process, expect until information technology is their turn to sign.

Select the understanding so mouse over the current recipient.

An information chimera expands to the left.

Depending on the enabled settings, one or more settings are exposed in the bubble:

  • Supercede recipient - Thios selection replaces the current recipient, denying them further access to the agreement
  • Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient  vin identify and capable of completing the agreement

Replace current recipient


Set up, edit, or cancel reminders

Reminders transport an e-mail to the next signer, reminding them the understanding is waiting for their signature. They can be set for any in progress transaction and are sent to the parties yous specify.

Select the agreement you want to add the reminder to.

Click the Reminder link in the right rail.

  • Configure who you lot want to receive the reminder, and in what iteration
    • Add a message if you like
  • Click Create

Set reminder

Select the agreement you want to edit and click the Remind link.

  • Select the reminder you lot want to cancel
  • Click the Cancel remindericon (the garbage can)


Prepare, edit, or abolish an expiration date

Setting an expiration date for an agreement automatically cancels the transaction after the set number of days. This date can likewise exist edited to allow for an extended amount of time to sign the certificate.

If an understanding is not completed or canceled by the expiration date, the transaction is Expired.

Expired agreements are tracked in their ain section of the Manage page.

"Expired" is a terminal condition, and cannot be reversed. Actions predicated on a concluding status (eVaulting, retentiveness, etc.) will exist triggered past an Expired agreement.

Set an expiration date

Select the agreement y'all want to edit and click the pencil icon to the correct of Expiration Engagement: in the right rail

  • A pop-out to the left allows y'all to set, edit, or abolish the expiration date.
  • Click Salve


Abolish the agreement

Canceling an agreement stops the transaction in its electric current state. The transaction cannot be completed and is moved to the Canceled category on the Manage folio.

"Canceled" is a terminal status, and cannot be reversed. Actions predicated on a last status (eVaulting, memory, etc.) will exist triggered past aCanceledagreement.

Select the understanding you want to cancel, and click the Cancel link in the right rail.

  • Provide a reason for canceling the understanding if desired
  • Optionally notify the participants of the agreement. All of them.
  • Click Cancel Understanding

As the sender of a document, y'all can share an agreement with any other individual, every bit long as they have an e-mail accost. This functionality is useful for managers or people who must see transactions that take been sent out.

Select the agreement and click Share in the right rails options

  • Enter the email accost(es) you want to share the understanding with.
    • Comma separated if there are multiple
  • Add a message if you lot like
  • Click Share


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 equally they were when uploaded).


Review the activity (event history) of the agreement

Events for the transaction tin 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 desire to review, and click the Activeness link at the bottom of the right track options.

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


Access the inspect report for the agreement

A PDF copy of the audit report can be downloaded by selecting the agreement, and clicking the Download Audit Written report link in the right rails options.

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Source: https://helpx.adobe.com/sign/using/manage-documents-sent-for-signature.html

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