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What can I do from the dashboard?

Each agreement on your dashboard may show various icons. Here’s what you can do by clicking on each one:

  • Preview.  View the key terms of the agreement. At the bottom, you can click the link and view the VirtualTerms Standard Terms that apply to it.
  • Copy & Edit.  Use this if you want to base a new agreement off of a pre-existing agreement, but preserve the original. See Editing Your Agreement for more.
  • Edit.  Use this if you want to make edits and overwrite the prior version.  See Editing Your Agreement for more.
  • Comments. View comments sent by the other party.
  • Delete. Delete an agreement in Draft, Draft Complete, Sent, or Needs Response status. You can’t delete it if either party has signed.
  • Sign Now. Click the Sign Now status flag or icon to review and sign once the other party has signed.
  • Download.  Download a .pdf copy of the fully signed agreement.  We will also have emailed you and the other side a .pdf copy.