Manage & track your agreements

Transcript

Hi, I’m Serge St. Felix, and today I’ll show you how you can manage and track your agreements in Adobe Acrobat Sign. So let’s get started.

So as you’re setting your agreements in Acrobat Sign, you can manage and track each of those agreements. There are different ways of identifying the agreements you want to track. On the top nav, we have the Manage tab that’ll take you directly to the dashboard. But there are other ways where you can get to the Manage dashboard as well.

Over in the middle where it says, For in Progress, this will show you the four agreements that are currently in progress or out for signature.

Then where it says, One Waiting for You, these are the agreements that you need to sign.

Now down below where it says, Do More with Acrobat Sign, you can click on this action card labeled, Manage and Track All Agreements. That takes you to the Manage dashboard.

So here is an actual agreement that I need to sign. I can hover over this agreement. I can open it. I can click on this pen icon to sign it. If I want to add some notes, these notes will only be visible to me.

If I actually select this agreement, I have a few more options here as well. I can again view and sign the agreement. If I want to cancel this agreement, I have that option. I can also download a PDF or download the auto report as well.

I have some additional options. If there’s some form data in this agreement, I can download this form data, which will go into a CSV file. I can add some reminders. If there’s some agreements I want to hide, I can. And I can share this agreement to others.

Now let’s go over to the in progress agreements. So these are agreements that are out for signature. Now I have this filter selection where I can find different agreements based on the individual’s name or email address. And again, I can hover over these agreements and I can either remind or cancel the agreement or download an auto report.

Now over in completed, these are the ones that I’m done with or that have been completed. And so for example, I can take a look at this particular agreement and let’s just open it up.

So here’s the actual agreement that I can view and I can see the signatures.

Now let’s say I wanted to look at the audit report. I can download this audit report, which will open up in my Acrobat Reader.

I can also download the form field data, which would be downloading these values here. I can also look at any type of activity. And so this will tell me when the document was created, when it was sent out for signature, all the way down to when it was signed or even paid using our Braintree integration. I can come back and I can look at some other options that I have available to me. I have some canceled, expired or agreements that are in draft formation.

Let’s take a look at these templates.

In the manage section, you can look at all of your reusable templates that you’ve created.

You can go in at any time to modify these templates as needed.

I also have an option to look at web forms that are created. So let’s say I need the URL or the snippet of code that I want to apply either on my website or that I want to give to my developers so they can put on an internal or an external site. I can grab that code and I can copy it right from the options above, where I can copy the URL or the embed code. Now, let’s say I want to take a look at my bulk sends. Here’s an example of an agreement that was sent out in bulk.

I have the option of seeing all the individuals that the agreement was sent to, and I also get the status. Looks like a couple individuals have signed, but the others have still yet to sign and it’s out for signature. And these could be filtered by the ones that are in progress and the ones that are completed.

So in short, there’s a lot of things you can do in the manage dashboard.

I hope this video was helpful. Thanks for watching.