Resend, revise or cancel a sent agreement

Remind or resend to one signer, stop signing, mark an agreement expired, start a corrected copy, or download the signed PDF and its signing record.

In the sidebar, open Agreements, then All Agreements, and press the agreement's title. The page address is /agreements/ followed by the agreement. Once an agreement is sent it can no longer be edited in place. This page is where you nudge signers, stop signing, or start a corrected version.

Before you start

• Each action has its own permission: resending, cancelling a signer's link, voiding, expiring, revising, downloading and exporting the signing record. A button your role cannot use is missing.
• Reminders, resends and cancelling only work while the agreement is still waiting on signatures.

Steps

1. To nudge one signer, open the Document tab and scroll to Execution and signer delivery.
2. Find the signer. Press Reminder to send a reminder, or Resend to send the invitation again. Nova says Signing reminder sent. or Signing invite sent. A signer without a link yet shows Create session; press it to create their link and send it.
3. Press Revoke to shut off one signer's link. To hand a signer a link yourself, see Send a signing link yourself.
4. To stop signing, press Cancel signing at the top of the page. In the Cancel signing? window, type a Reason and press Cancel signing. Nova says Signing canceled. Every open signing link stops working, and the agreement stays on file marked Signing closed.
5. Mark expired works the same way, with the Mark agreement expired? window. Signers can no longer use their links, and the agreement shows Signer access expired.
6. To start a corrected copy, press Create revised copy. In the Create revised copy? window, choose Keep current agreement as history to leave the sent one as it is, or Replace current agreement to mark it as replaced. Replacing is only offered while the agreement is sent or signed.
7. Type a New draft title and a Reason, then press Create revised copy (or Create replacement draft). Nova opens the new draft. Change it and send it: see Get an agreement ready and send it for signing.
8. To download the signed agreement, press Executed PDF at the top. It is greyed out until everyone has signed. For an agreement made from an uploaded PDF, Original uploaded PDF downloads the file as it was uploaded.
9. For proof of signing, open Audit & evidence and press Generate bundle under Evidence bundles. When the bundle is ready, press Download. It holds the signed PDF, the signers' details and the signing history.

What you see

• On a corrected copy, Revised from at the top links back to the original. A replaced agreement shows Replaced by with a link to its replacement.
• The Timeline tab lists every delivery, open, signature and decline.
• Share / manage link makes a customer portal link, so the customer can open the agreement there.

If something looks different

• Cancel signing and Mark expired are missing: the agreement is not waiting on signatures any more, or your role cannot void or expire agreements.
• Reminder and Resend are missing: the agreement has finished, or your role cannot resend signing links.
• Executed PDF stays greyed out: someone still has to sign. See who on Track agreement signing.

Open All Agreements