1. Support & information
  2. Product Use Topics
  3. Agreement Editor - upload/send agreements for e-signature

View completed agreements in your Library, track agreements in your Dashboard

Track pending and completed agreements in your Dashboard. View completed agreements in your Library.

  • Once an agreement link is active, it will be added to your Dashboard for tracking
  • You can click the pencil icon under the "Actions" column to see who has signed and who has not. Copy the link or re-send it via email from directly this window
  • 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 all text in the PDF is 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:

HubSpot Video

 

Dashboard and tracking:

HubSpot Video