Sometimes after you send an agreement you realize you made a mistake. For instance you may have misspelled an email address or added some incorrect data. Instead of creating a new agreement from scratch you can use Copy Agreement to make a duplicate that you can then make the corrections and send off. This feature allows you to re-use agreements already in the system, in any step of the signing process however you cannot copy agreements created from recipient templates. To copy an agreement, select the agreement and click on  . A new window will open (options vary based on type of agreement selected):Form field data - you can choose to copy over data in the fields Signatures - this will copy over the signature blocks Email content - the email subject and body can be copied over Entire package - checking this will copy over all documents in the package Replace recipients - selecting this will cause a table to appear that will allow you to change the recipient email addresses Attachments - you can also copy of any email attachments (available through Agreement Express Connector only) If you do not select any options, the document used, recipient email addresses and any fields on the document will only be copied over.You would then need to fill out the email subject and body and add signature blocks to the document. If you select an agreement part of a document package you will have an additional option to copy the entire package instead of just the one document.  |
Copying Documents |