Track pending and completed agreements in your Dashboard.
- Once an agreement link is active, it will be added to your Dashboard for tracking and will live in the Pending folder
- You can click the "Edit" button (look for the pencil icon) under the "Actions" column to make any changes or edits to your link.
- Once an agreement has been completed by all parties, the agreement creator receives an email notification with a PDF copy attached and a direct link to view the completed agreement in Harbour
- All completed agreements include an audit trail, auto-tagged metadata, and will reside in your "Completed" folder within your Dashboard. All text in the PDF is also made searchable using OCR (optical character recognition)
Check out what a Harbour user sees once an agreement they've created is completed by all parties:
Dashboard and tracking: