The process of creating, sending and signing Common Paper agreements has grown in it's flexibility and complexity since it's debuted, and there have been more and more questions on how to do things that aren't covered elsewhere in the documentation.
Here are a few of the most common questions and answers.
How do I pre-fill the title and address of my recipient when creating an agreement?
You can now click on the Provide More Info link in the Recipient section when sending a new agreement to have access to add recipient title and notification address information. These fields are optional, and your recipient will have the ability to add or update this information themselves when they are asked to sign your agreement.
Can I sign an agreement before sending it to a recipient?
Currently, Common Paper does not allow a sender to sign a standard Common Paper agreement before sending it to a recipient.
The one exception to this is when collecting signatures for an uploaded agreement, in which case you can specify who should sign first.
Can I configure my agreement to be signed by multiple signers?
At the moment, we don't have support for multiple signers in the software. The best workaround for now is likely to download the Word docs from our system, get the two signatures, and then upload the executed versions back in for record keeping.
Can I download DOCX (Word) and PDF versions of agreements, both before and after they are signed? Can my recipient?
Yes! Clicking into an agreement from the home page will take you to the agreement history page, and there are options for downloading either DOCX or PDF versions. These versions reflect the latest proposed changes (if the agreement is in-flight) or the finalized version if the agreement has been signed.
Note that you can only download a PDF version if the agreement has been signed.
Your recipients can also download DOCX and PDF versions when viewing the agreement. Both options can be found under the Other Actions menu.
If the download results in negotiation, remember that you can upload the final agreement to collect signatures or just to store alongside your other completed agreements.
Can I edit an agreement after I've sent it?
Yes! In order to adjust terms within an agreement you've already sent to a recipient, use the Propose Changes link when viewing the agreement history page. This will send an email and let your recipient know that the agreement has changed. You can propose changes until one side has signed the agreement.
Can I duplicate an agreement?
Yes! For agreements that have been created in Common Paper (and not uploaded), you'll see an action for Duplicate Agreement. This feature copies all of the configuration of this agreement and pre-fills that info into a new agreement form. The new agreement will use the underlying template and version of the agreement being duplicated. Fro the creation screen, you can change any/all aspects of the agreement to match your needs.
Note that for standard users, they will only be able to duplicate agreements that they have sent, and for agreements where there are items that are normally unconfigurable by these users, they will use the template defaults.
How do I delete or remove agreements?
The options for removing/deleting an agreement vary based on how the agreement was created and it's current state. These options will appear on the agreement history page.
Here are the current options:
You can use the Delete Agreement functionality for drafts, test agreements, and signed uploaded agreements.
For any agreement you uploaded and are trying to get signatures for, you'll see an option for Cancel Signature Request and Delete
For an agreement sent via the normal Common Paper process that's still in-flight your only option is currently to Void (which will email your recipients)
Declined agreements can also be voided (which will email your recipients)
For regular agreements that have expired, you currently have to unexpire them to Void them
Agreements that have completed the signature process with Common Paper cannot currently be deleted.
If you are interested in terminating an agreement so that you can change the terms, check out this article for some other ways to handle that.
If you have completed agreements that you wish to remove, please reach out to [email protected].