By default, whenever a Common Paper agreement is created it is sent to the specified recipient (and cc users) automatically. Occasionally, there may be situations where you'd prefer that your recipient NOT automatically receive this email and have access to the agreement to negotiate or sign.
A few potential reasons:
You'd prefer to introduce the agreement (and Common Paper) with an email from you to your recipient, rather than the automated one.
You don't want to have your recipient use the Common Paper process at all, but would rather save the agreement, download a DOCX or PDF version and negotiate and sign using a more manual process.
To support these situations, use the Send Manually feature when saving your agreement.
Configuring an Agreement for Manual Sending
To send an agreement manually, first start by creating the agreement from a template. Fill out the terms as you normally would.
NOTE: You'll need to provide a recipient name and email address even if you plan to send the agreement manually. We'll use this information to both identify this agreement in the system, but also to grant access to the appropriate recipient if you email them directly.
Towards the bottom of the agreement, expand the Advanced Send Options section, and then check the Send this agreement manually checkbox.
Once you've completed all your configuration and/or previewed your agreement, click the Create Agreement button.
You'll receive a confirmation that your agreement has been created and instructions on how to send the link to it.
Sending a Manual Sent Agreement
There are two ways to manually send an agreement after it's been created.
Sending a Shareable Link
This special link can be sent to anyone and they'll be able to view the agreement, however only the email address provided when creating the agreement will be able to ultimately negotiate and sign the agreement. Read more about shareable links here.
NOTE: Once your recipient has received your shareable link and signed in to negotiate or sign the agreement, the normal Common Paper negotiation flow will commence, and your recipient will start receiving automated emails.
Downloading a file and sending it
You can download a DOCX or PDF version of your agreement from the Agreement History Page for the agreement you've created. Send that file to your recipient and negotiate directly with them and the file.
Once you've completed negotiations, you can upload an unsigned file back into Common Paper to collect signatures or a signed file to complete the agreement.
Marking an Agreement as Sent
After a manually sent agreement is created, the status will be set to Send Manually as a reminder to you to contact your recipient. Once you've sent the agreement, visit the Agreement History page for your agreement and click the mark it as sent link. This simply changes the status of the agreement and is a way for you to keep track of which agreements you have sent and which still need to be sent.