The steps to delete an agreement depend on the agreement's current status.
Deleting a Draft Agreement
If the agreement is in the Drafts tab:
Open the agreement.
Click the three-dot menu in the top-right corner.
Select Delete Agreement.
The agreement will be permanently removed.
Deleting an Agreement Sent for Signing
Agreements in the Sent for Signing tab cannot be deleted directly.
To delete the agreement:
Open the agreement.
Click the three-dot menu in the top-right corner.
Select Move to Drafts.
Navigate to the Drafts tab.
Open the agreement.
Click the three-dot menu.
Select Delete Agreement.
Deleting an Agreement Awaiting Completion
Note: Only Admin and Principal users can delete agreements in this status.
If the agreement is in the Awaiting Completion tab:
Click the three-dot menu next to the agreement.
Select Delete Agreement.
Deleting a Completed Agreement
Note: Only Admin and Principal users can delete completed agreements.
If the agreement is in the Complete tab:
Click the three-dot menu next to the agreement.
Select Delete Agreement.