In some circumstances individuals may choose to sign their agreements in a traditional wet ink fashion rather than digitally, however to keep your records straight you’ll want to mark the agreement as complete in Agreement Manager as well as notify the other parties of the agreement that is done.  To facilitate this you can manually mark an agreement as complete.  Remember that you can add any external document to an existing Agreement Express document by either browsing for it or attaching it or by fax.  If one of the parties signs traditionally it’s a good practice to add the wet ink signed copy to the digitally copy so that you have a complete agreement for your records in Agreement Manager.

To mark an agreement as complete requires the individual to have system permission to complete this function at the company security level. This can be configured by Company Administrators if this feature is available for your firm.  When this function is used the individual will need to indicate the reason why they are marking this agreement as complete, and enter their credentials so that the action is appropriately recorded.

To mark an agreement complete, select the agreement from the agreement manager and click on the green flag in the bottom tool bar below the grid. Once a document has been marked complete, this cannot be undone. You will be prompted to enter in your password and the reason for this completion. After you click OK, a confirmation screen will display how many documents were successfully marked complete.  Documents that are already complete will be ignored by this function.

You can tell what agreements have been marked complete looking at it with the Agreement Visualizer and by the information entered into the agreement details panel.  In the Agreement Visualizer, documents that are manually Marked Complete will appear with a yellow checkmark above the document, instead of a green one, and only individuals who signed digitally will have green check marks above their icons.

 When viewing the details panel of an agreement, you will be able to see who marked the document as complete, when they marked it as complete and why they marked it as complete. When you open the document, the unsigned signature blocks will still be displayed but can no longer be signed.

This feature is currently only available upon request. Please contact Recombo Support to enable this feature for your company.