How to Resend an Agreement Email to One Signer

Article Introduction

Agreement emails can be resent to a specific signer when one person still needs to complete their signature. This can be done from the customer or job record where the Agreement and Signature Status information is available.

How to Resend the Agreement Email

Go to the Agreement or Signature Status area.

Open the agreement that needs to be resent.

Look for the Send or Resend option. This may appear as a paper plane icon.

Click the paper plane icon.

Review the list of recipients connected to the Agreement.

Select only the signer who needs to receive the email again.

Click Send to resend the Agreement email.

When to Use This

Use this when one signer has already completed their signature, but another signer still needs to sign.

For example, if the homeowner already signed the Agreement but the sales representative still needs to complete their portion, you can resend the email only to the sales representative. This helps avoid sending another email to the homeowner after they have already signed.

Notes

The Resend option does not require sending the email to everyone connected to the Agreement.

You can review the Agreement or Signature Status area to confirm who has already signed and who still needs to take action.