Remind someone, or cancel or change an agreement

Send a reminder

Referral Loop reminds people automatically. To nudge someone now, open the referral's Documents, choose the people icon on the sent agreement to open Sent To, and choose Remind next to them. The icon appears once the agreement has been sent, and lists the people it was emailed to. Their old link stops working and they get a new one.

Change it after sending

Spotted a mistake? On the agreement's ⋯ menu, choose Edit… to send a corrected version, or Make a Copy to start a new one from it. If nobody has signed it yet, the edit is the same document. Once anyone has signed, an edit makes a new version and leaves the signed one as it is.

To swap in a different file, for instance a copy that was signed somewhere else, drag it from your computer onto the document and choose Replace. The new file becomes the next version under the same name, and the old one is archived (and its signing cancelled if it was out). On a phone, upload the new file and archive the old one.

Cancel it

On the ⋯ menu, choose Cancel Signing, then confirm. Everyone's link stops working.