Can Users Download the Agreement Before Signing?

Modified on Mon, 21 Jul at 3:38 PM

Yes! The Agreements functionality in Channeltivity can be configured to allow Users to download a PDF version of the Agreement before signing.


How to Enable the Download Option


To allow Users to download unsigned agreements before signing:


  1. Go to Settings > Agreements > Agreement Settings.  
  2. Toggle the setting “Allow Users to download unsigned PDF agreements before signing them” to the ON position.
  3. Click Save.


What Users Will See


Once enabled, when a Pending Agreement is awaiting signature and a User authorized to sign Agreements logs in, they will see a “Download” link next to the “View & Sign” button, which will give them the option to download the PDF version of the Agreement before entering their digital signature.



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