Understand Agreement signatures and saved versions

Short summary

Agreement signatures update automatically as recipients and company authorized signatories complete their signature protocols. The Agreement view refreshes when a new saved version is available.

When to use this feature

Use this when you want to:

• Check whether an Agreement is still pending or signed.
• See which authorized signatories have completed signing.
• Understand why an Agreement shows a draft watermark or final signatures.

Step-by-step instructions

1. In the Business Portal, go to Workspaces and open the Document.

1. Select "Agreement" in the Document sidebar.

1. Review "Company's authorized signatories" and "Recipient's authorized signatories".

!Screenshot: Review Agreement signatures

1. Check each recipient status:

• "Pending" means the signature is not completed.
• "Signed" means the signature is completed.

1. Review the Agreement display:

• Before full execution, the Agreement shows recipient signatures only with a draft watermark.
• After full execution, the Agreement shows all signatures.

1. Select "Audit trail" to review Agreement events.

Notes & limitations

• The signature section appears even when no recipient has signed yet.
• If no recipient signatures exist, the section shows only "Client signature(s)".
• If no saved version exists, the Agreement shows a real-time snapshot instead of a saved version.
• In that case, the footer shows only the Document ID, for example "Document-ID-12345".
• "Debug" is available only to system admins.

Troubleshooting

Q: Why do I only see recipient signatures?

A: The Agreement is not fully executed yet. Company signatures appear only after the Agreement is fully executed.

Q: Why is a recipient marked "Pending"?

A: That recipient has not completed the signature protocol.

Q: Why does the Agreement show a draft watermark?

A: The Agreement is not fully executed yet.

Q: Why do I not see "Debug"?

A: "Debug" is available only to system admins.