Skip to main content

Agreements

Align integrates with Dropbox Sign (formerly HelloSign) to let you send, sign, and track legal agreements directly within a project.

Creating an Agreement​

  1. Open a project and click Agreements.
  2. Click New Agreement.
  3. Fill in:
    • Title — a descriptive name (e.g. "Software Development Agreement — Q3 2026").
    • Document — upload a PDF or Word document, or choose a template.
    • Signatories — add one or more people who need to sign. They can be Align users or external email addresses.
  4. Click Send for Signature.

All signatories receive an email with a link to sign the document online. No account is required for external signatories.

New agreement form
The create agreement modal with title, file upload, and signatory fields.

Agreement Statuses​

StatusMeaning
DraftCreated but not yet sent
Pending SignatureSent and awaiting one or more signatures
Partially SignedSome but not all parties have signed
CompletedAll parties have signed
DeclinedA signatory declined to sign
ExpiredThe signing deadline passed
Agreements list
The agreements tab showing a table of agreements with their statuses and last-updated timestamps.

Viewing and Downloading Agreements​

  1. Click an agreement in the list to open its detail view.
  2. The Signing Summary shows who has signed and who is pending.
  3. Once all parties have signed, click Download Signed Document to get the fully executed PDF with audit trail.
Agreement detail view
The agreement detail page showing the signing summary, signatory list with completion indicators, and download button.

Reminders​

If a signatory hasn't signed after a few days, you can send a reminder:

  1. Open the agreement detail view.
  2. Click Send Reminder next to the pending signatory.
  3. They receive a fresh email with the signing link.
Send reminder action
The signatory list with a 'Send Reminder' button visible next to a pending signatory.

Voiding an Agreement​

If an agreement was sent in error or needs to be replaced:

  1. Open the agreement detail view.
  2. Click Void Agreement.
  3. Confirm the action. All parties are notified by email.

A voided agreement cannot be reactivated. Create a new agreement if needed.