I can view each agreement and can even edit verbiage but I can’t find a way to delete individual agreements. I’ve got a ton of unconfirmed agreements I have to sort past to view active agreements.
The agreement system is great but because clients received a SECOND email with a confirmation number they often times don’t complete the process. It would be so much easier if they could just initial each paragraph, confirm at the bottom and be done with it.
I’d like to save the incomplete ones as a pdf and delete them out of the system.