Better edit / cancel options after initiating agreement
Sometimes I need to change who the recipient is (I know the original recipient can change it but I can't always depend on them to do it - sometimes they just ignore the document and reminders), or realize I need to edit a template or something after I've initiated an agreement. But your system doesn't allow me to edit anything after I've clicked to use the agreement. I can't even cancel it at that point, all I can do is hide it. It would be much more helpful if I could cancel the agreement in the prep state even before it gets sent, and if I could edit the agreement, fields, recipients, CC recipients, document name, and other details after it's been sent.
Rachel Baker
shared this idea
Hi Rachel,
Thank you for sharing your feedback with us. We understand how important flexibility is when managing agreements.
Currently, here are the available options:
- Change recipients on an in-progress agreement: Go to Documents > Agreements > In Progress, select the agreement, and in the bottom part of the right-hand panel you can update the recipients.
- Cancel an in-progress agreement: From the same location (In Progress), select the agreement and click Cancel in the right-hand panel.
- Delete a draft: Go to Documents > Agreements > Drafts, select the draft, and click the trash bin icon in the right-hand panel.
- Delete a completed agreement: Go to Documents > Agreements > Completed, select the agreement, then under Actions > See More, choose Delete.
If you have any further questions or concerns, please do not hesitate to contact us.
Thanks,
Sign in Acrobat Web Team