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Navigating the Agreement Lifecycle: Your Roadmap to E-Signing Success

Ready to explore the journey of an agreement through its lifecycle? Let's delve into each stage with a friendly guide by your side!


Understanding the Different Stages​

An agreement’s lifecycle is like a well-planned journey, with each stage serving a specific purpose in the e-signing process.


Draft Stage: Laying the Foundations​

  • Setting the Scene: The draft stage is where you lay the groundwork. Here, you're adding participants, drafting the document, and preparing everything for the signing process.

Pending Stage: Locking in for Signing​

  • The Plot Thickens: Transitioning to 'Pending' means your agreement is locked in and ready for signing. At this point, all inputs are validated, and no changes can be made.
  • Sending Out Invitations: If you've enabled communication, this is when participants are invited to join in and start the signing process.
  • Pathways from Pending: From here, your agreement can either move to its final stages like cancelled or fulfilled, or go back to the open state if you need to pause and make changes.

Open Stage: Flexibility to Edit​

  • Pause and Reset: The 'Open' stage offers a chance to pause the signing process, make necessary changes, and reset. It's all about flexibility and ensuring everything is just right.

Cancelled Stage: Bringing Things to a Close​

  • End of the Line: Cancelling an agreement means it's reached its conclusion, and no further actions can take place.
  • Informing Participants: If communication is enabled, we'll notify all participants that the agreement has been cancelled.

Fulfilled Stage: Successful Completion​

  • The Grand Finale: Reaching the fulfilled state signifies a successful completion. It's the moment when all required signatures are gathered, and the agreement is officially completed.
  • Automatic Transition: This stage isn’t manually set; it’s a natural conclusion when all the signing requirements are met.

Your Guide to Smooth E-Signing​

Each stage in the lifecycle of an agreement is a step towards a successful e-signing experience. By understanding these stages, you can effectively navigate through the process, ensuring a smooth and efficient journey for all involved.