Viewing Agreements
This guide explains how to view and manage e-signature agreements from your site.
Accessing Agreements
- Log in to the platform
- Go to your site's dashboard
- Click Agreements in the left navigation
You'll see a list of all agreements sent for signature on your site.
Agreement List
The list shows:
- Document — Agreement name (click to view details)
- Signer — Email address of the person signing
- Status — Current status
- Created — When the agreement was sent
- Completed — When it was signed (if applicable)
- PDF — Download link for signed documents
Agreement Statuses
| Status | Meaning |
|---|---|
| Signed (green) | Document has been signed |
| Pending (yellow) | Waiting for signature |
| Declined (red) | Signer declined to sign |
| Expired (gray) | Signing link expired |
Filtering by Status
To view only agreements with a specific status:
- Click the Status dropdown above the list
- Select a status (Signed, Pending, Declined, etc.)
- The list updates to show only matching agreements
Click Clear to see all agreements again.
Agreement Details
Click any document name to view its details:
- Signer — Name and email of the person who signed (or is expected to sign)
- Created — When the agreement was created
- Completed — When it was signed (for signed documents)
Downloading Signed PDFs
For signed agreements:
- Open the agreement details
- Click View to open the PDF in a new tab
- Click Download to save the PDF to your computer
You can also download directly from the list using the download button in the PDF column.
Common Questions
Why is an agreement stuck on "Pending"?
The signer hasn't completed the signing process yet. They may have:
- Not received the email
- Started but not finished signing
- Forgotten to complete it
Consider reaching out to remind them.
Can I resend a signing request?
Agreements cannot be resent from the dashboard. If a signer needs a new link, you'll need to create a new agreement.
How long do signing links last?
Signing links expire after a set period (typically 7-30 days). After expiration, the agreement status changes to "Expired" and the signer would need a new agreement.
Where are signed PDFs stored?
Signed PDFs are securely stored and accessible to users with edit or admin access to the site. Download links are temporary and expire after one hour.