Create the Final Agreement (Convert Agreement to PDF)

You will generate a PDF of the final agreement to be signed by both internal and external parties. After creating the PDF, follow the necessary steps to route it for internal signatures first, as applicable.

1. Log in to the system as the agreement owner.

2. On the agreement workspace, click the Convert to PDF activity (halfway in the list of activities).

3. Select the watermark.

4. Click OK to create the PDF.

5. From the workspace, click the Final Agreement link at the top to open the PDF. You will see the Active Until text watermark at the top of the page.

6. Close the document and return to the agreement workspace.

7. Confirm you met the success criteria below:

• The final PDF agreement includes the watermark.

• The History tab shows the Converted to PDF activity.

• The agreement is still in the Internal Signature state.