Downloading your signed agreements

In this article, you'll learn how to find the agreements you've signed with us and open a PDF copy of each one. It's handy when your bookkeeper, a partner or your own records need a copy of what you agreed to.

To open your agreements:

  1. At the bottom of the dashboard menu, click the Account icon (the person outline, to the left of the sign-out icon).
  2. In the Account list, click Agreements.

On a phone or narrow screen, tap the menu button at the top left first. The Account icon sits at the foot of the menu that slides out, and the Account list shows as a row across the top of the page that you can scroll sideways.

The Account icon sits at the foot of the menu, next to sign out
The Account icon sits at the foot of the menu, next to sign out

Agreements are part of the web dashboard. They aren't in the phone app.

What's on the Agreements page

Under Signed Agreements there's one row per agreement. Which rows you see depends on your plan:

  • Review Automation Agreement on the Review Automation plan
  • Website Development Agreement on the Website plan
  • Both of those on the Reviews + Website plan
  • All three, including the SEO Services Agreement, on the SEO plan

The CRM-only plan has no service agreement, so the list is empty unless you signed one on an earlier plan. Any agreement you've signed stays on the list after you change plans, so you can always get a copy of what you agreed to.

Each row shows where that agreement stands:

  • Version and Accepted with a date: you've signed it. The version is the one you agreed to, and the date is the day you accepted it.
  • Not yet accepted: it applies to your plan, but you haven't signed it yet. There's nothing to download until you do.
Tip: Agreements are signed during onboarding. If one says Not yet accepted, see Reading and signing your service agreement.

Downloading a signed copy

  1. Open Account and click Agreements.
  2. Find the agreement you want.
  3. Click Download PDF on its row.
Opening a signed agreement as a PDF
Opening a signed agreement as a PDF

The signed copy opens in a new browser tab. From there you can save it or print it like any other PDF.

Note: The link to each copy only works for an hour. If you come back to an old tab later and it won't load, click Download PDF again to get a fresh one.

If nothing opens, your browser may have blocked the new tab as a pop-up. Allow pop-ups for the dashboard and click Download PDF again. If something goes wrong on our side, a message pops up telling you what happened.

When there's no download button

If a signed agreement shows No PDF available instead of a button, we have your acceptance on record but no signed copy was saved for it. Send us a message from Contact in the dashboard menu and we'll sort it out.

If you don't see Agreements in the Account list at all, that section has been switched off for your account. Ask us from Contact and we'll turn it back on.

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