Agreement Management

Agreement management

Open Agreements to prepare documents and track work already sent. An agreement contains its content, recipient configuration, fields, status, and history.

Create a draft

Starting point	Steps	Best suited to
Existing file	Choose Upload agreement, enter the title, select the file, add tags if needed, and save	Documents already prepared in another tool
New document	Choose Create agreement, write Markdown, check the preview, and save	Simple text agreements created in the browser
Template	Choose a template you can use, enter agreement details, and create the draft	Repeated document layouts

Agreement titles are 2–255 characters. Descriptions can contain up to 1,000 characters. Markdown content is limited to 512 KB; agreement file uploads to 15 MB. The API validator accepts PDF, Word MIME types, Markdown, and plain text; the browser upload flow is oriented around PDF, DOCX, and Markdown. A type appearing in a filter does not guarantee it supports the same editor or sealing features as PDF.

Unlock password-protected files before uploading. Check the preview after any conversion. Keep the original source file if your organization requires it.

Edit content and add information

1. Open an editable draft.
2. Update its title, description, or document content.
3. Add tags for discovery, such as sales or renewal.
4. Save and confirm your changes before requesting review or sending.

Tags are labels used to find agreements. Metadata is additional structured information attached to a record; integrations may store a folder label in metadata.folder. A folder label in metadata is not a separate filesystem directory.

Content editing is governed by status. Do not assume that a sent or completed agreement can be revised in place. If terms need changing, create an appropriate new draft and follow your organization's approval process.

Search and filter

1. Select the relevant Agreements tab, including drafts, review work, or archived records.
2. Enter a search term.
3. Use advanced filters to narrow the results by the available date, file type, tag, author, or recipient options.
4. Choose a sort order, such as date created or title.
5. Save a filter preset if you often repeat the same search. Apply or remove presets through the filter controls.

If a record seems missing, clear filters and check the archived view and active workspace. Search results are limited by your access.

History, versions, and copies

• History shows recorded document changes and workflow activity.
• Versions preserve the application's version records. A displayed version identifies a revision; it is not the same thing as a digital signature.
• Clone creates a separate agreement. Review the new copy's content, recipients, and fields before sending it.

Archive or delete

Archive removes a record from ordinary active views while keeping it available in the archived view. Use Unarchive to return it. Deletion is a different action, controlled by your permissions and document state. Use archive when you only want to tidy your working list; check retention requirements before deleting records.

Download a document

Use the agreement's download action. For completed agreements, the server prefers the saved signed or sealed PDF when available. A completed state does not by itself prove that a usable sealed PDF was generated. Open the downloaded file and verify it. The original filename or a .pdf extension alone is not proof of signing.

Platform administration does not automatically grant access to private agreement files; the file route specifically restricts the platform super-administrator role to metadata.

Next: Document Editor and Fields · Workflow Engine and Signer Portal.