When you are happy with your new agreement you can Pass it For Action and change its state to be pending.
- Choose Options
- Pick Pass for Action from the dropdown menu
- If the agreement has not yet been signed a prompt will ask if a signed copy has been received back. If you click No a task will be added for the agreement to remind you to chase the unsigned agreement in 7 days time
- The status of the agreement is now changed to Pending and the pending agreement screen is shown with your agreement loaded