Agreement Statuses Explained

Every agreement in Field Onboard moves through a set of statuses as it progresses from sent to signed.

Status Definitions

• Pending — the agreement has been created and is waiting to be sent, or has been sent and is awaiting the customer's action. Agreements that have been sent, viewed, or are in a created state all show as Pending.
• Completed — the customer has signed the agreement. The signed PDF is stored and available for download.
• Expired — the agreement was not signed within the allowed timeframe and is no longer active.
• Archived — a completed agreement that has been archived for record-keeping. You can archive completed agreements to keep your active list clean.

Filtering by Status

On the Agreements page, use the filter tabs to view agreements by status:

• All — every agreement
• Completed — signed agreements
• Pending — agreements awaiting signature
• Expired — agreements past their deadline
• Archived — completed agreements you've archived

You can also search by agreement name or contact to find specific documents.