Ability to export Agreements without all signatures

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Katherine Ellis

• 13 November 2025 05:00

We are using Agreements for Training plans and finding that we can only export once all signatures are completed. Is there a way we can obtain a partially completed document?

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  Britt Holley

  • 20 November 2025 04:20

  I agree that this  is a significant shortfall of the agreements feature. We also used them for training plans. We now generate them as a PDF and export then send through Adobe so that we can access the document if not all parties have signed.

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  Halszka Masash

  • 04 December 2025 04:37

  Also, it would be great if there was a way to preview/view and already issued, however unsigned Agreement. Unfortunately, at the moment we cannot view an Agreement that was sent until the delegated person signs it. Previewing sent agreements would be great. 

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