Your agreement recipients can launch and sign agreements multiple ways – not just by opening links from emails. Agreements can also be opened for signing directly from Agreement Manager (if your client is present) or through a website link using a “launch code”.

To resend an agreement, select one agreement and click on the resend button at the bottom of the Agreement Manager. A window will open with the following options:

Resend: This will resend the original email to all recipients checked.

Open to Sign: If the client is present, you can select their email and click the button to open the agreement as them. Turn the keyboard over to them & they will be able to sign “in Person”..

Launch Code: If the recipient cannot access their email, you can direct them to the “Launch link” and provide a five digit launch code that will let them open their agreement. This launch code is randomly generated and expires after one hour for security reasons.