Self Help
AgreeRoute Self Help
AgreeRoute keeps agreement drafts, signing requests, and completed records inside the VoVo website where they were prepared. Authorized website staff can publish exact wording and prepare private links for up to ten recipients in signing order. Invitations and reminders are emailed only when you choose to email a request.
The admin workspace has Templates, Send, Inbox, Completed, Exports, Settings, Retention, and Self Help and FAQ. Inbox can be searched by agreement title or request number and filtered by status. Completed records and their exports use the same title or request-number search.
Prepare an agreement
Open AgreeRoute from the website's admin. A person with Author access enters a title and the complete text, then saves a draft. A person with Publisher access reviews the text before selecting Publish revision. Publishing freezes that revision. To change the wording later, edit the private wording on the same agreement, review it, and publish a new revision. Earlier published revisions and signing requests stay unchanged.
You can also start an agreement from a document in VoVo Docs: choose File > Send to > Send for signature with AgreeRoute. AgreeRoute opens a new agreement draft with the document's title and text filled in. Review it, then select Save draft; nothing is kept until you do.
A person with Sender access chooses the published revision under Prepare a signing request. If the agreement contains fields such as {{project_name}}, enter one line for each under Agreement fields, for example project_name = Garden renovation. The completed wording is frozen when the links are prepared. Add recipients in the order they should decide. Each name identifies the intended person. Select Prepare private links, then copy each link, shown only once in the admin, to its intended recipient, or tick Email each recipient their private link to have AgreeRoute email it to everyone with an email address. Keep the links private. The link fragment contains the private code; opening it does not itself verify identity.
The next person can act after earlier recipients accept. If a pending recipient's name or email is wrong, correct it to create a linked replacement request with new private links for every recipient. The earlier request is superseded, and its decisions remain in the history. Everyone must sign the replacement before the original deadline. No message is sent automatically. To replace only a lost or exposed link without changing recipient details, issue a new private link for that pending recipient. An administrator can void a pending request with a recorded reason. Completed records remain intact. A signer who started from a connected website action, such as a form, restarts that action for a new link; that request cannot be corrected or reissued from the admin.
Respond to a request
The recipient opens their private link and reads the complete text. To sign, they type their full legal name, tick the agreement box and select Agree and sign. To decline, they tick the box confirming the request will end and select Decline agreement. Each choice needs only its own box. A decline closes the signing request for everyone. A typed name, IP address, or possession of the private link alone is not verified identity.
After all recipients accept, the completed record contains a frozen PDF and an evidence packet. The recipient can download the PDF and their own limited evidence until the original link expires. An administrator can issue a separate private copy link for 72 hours afterward. No message is sent when a copy link is issued.
Review or export a record
A person with Reader access can review recipient status and download the completed PDF and full private evidence. Keep these files secure. The recipient's evidence copy excludes other recipients' technical details. Earlier single-person acceptance records remain available as private JSON, but those earlier records do not include a server-created signed PDF.
Your records in a VoVo data export
The account owner, or a team member they gave data export access, can request a copy of a website's records in the VoVo admin under Settings > Data Export. When that export includes AgreeRoute, its folder holds spreadsheet files for published agreements, signing requests, the recipients of each request with their names and email addresses, the website actions that ask for an agreement, signed copies and earlier shared link acceptances, plus a Signed agreements folder with each completed agreement's signed PDF. Each PDF is checked against the fingerprint recorded when it was signed before it is added. The export covers only the website you choose, and it still includes these records after the website turns AgreeRoute off. It never includes private signing links, technical evidence such as IP addresses, storage locations or another website's records. Keep the download private, because it contains your signers' names and email addresses.
Manage website access
An eligible tenant owner or administrator can use Settings to grant a direct staff member Reader, Author, Publisher, or Sender access for this website. Author, Publisher, and Sender access also lets that person read this workspace. These grants do not change another website's permissions. An owner or administrator cannot grant access to themselves from this form, and existing permissions outside AgreeRoute are preserved.
Connections to other VoVo areas
Installing AgreeRoute does not automatically add terms to any form, signup, checkout or other transaction. In Settings, a tenant owner, or an administrator with settings access, can review the exact text of a published revision and connect it to one of these on this website:
- a published form
- an active membership package
- website checkout
- a published course
- a project with client approvals
- a published event
- a store product
- account registration on this website
- a live room
- streaming on a broadcast channel
Choose Require acceptance before completion or let visitors skip it.
When acceptance is required, the person enters their name, receives a private signing link for that revision, signs, and then returns to finish. VoVo saves the form, creates the membership, places the order, enrolls the learner, records the client approval or registers the attendee only after the signed agreement is complete, and keeps a receipt with that record. A project connection applies when a client approves; requesting changes never needs it. If AgreeRoute is unavailable, the required form or signup stops instead of continuing without acceptance. An optional connection records the visitor's explicit skip. Disabling a connection affects new submissions only; earlier receipts stay intact.
Forms with file, image or signature uploads cannot be connected. Courses bought through the general store cart are covered by a checkout connection.
A store product connection applies when that product is in the cart. Checkout asks for each connected agreement one at a time, and products that use the same agreement version are signed once for that checkout. A registration connection asks for the agreement before the visitor's account is created. A live room connection asks people to sign before they join; an optional one offers Join without signing, and that choice is recorded. A streaming connection asks your team to sign before they see a stream key or go live. Each person signs once per room or channel until you save a new agreement version. Signing never starts, records or publishes video, and hosts are never asked.
Email invitations and reminders
When you prepare a signing request, tick Email each recipient their private link. Recipients with an email address are emailed in signing order: the next person is emailed when the person before them accepts. The email comes from your website through VoVo Communications, and your Communications history keeps a copy with the private link removed. Recipients who unsubscribed from your website's email are skipped. In the Inbox, Email signing link sends the link again to the person whose turn it is, once every 10 minutes and up to 10 emails per person. In Settings, an administrator can turn on reminders and choose the days between them (1 to 14) and how many to send (1 to 5); reminders stop when that person signs or declines, or the request is voided. When everyone has signed, each emailed recipient receives a private 72-hour link to the signed copy.
Retention and legal holds
Open AgreeRoute > Retention. Each agreement can keep its signed records indefinitely, or for a number of days after the final signature. Until you choose, every signed record stays on hold, including records signed before this setting existed. Saving a setting updates that agreement's existing and future records and never deletes anything. Place a legal hold, with a reason, to keep one record regardless of its date until someone releases it. Records past their date that are not held are listed for review. They are deleted only when an owner or settings administrator types DELETE and confirms. Deleting removes the PDF, the evidence packet and the signing history permanently, and keeps an audit entry. Records that complete a signup, checkout, enrollment, approval or registration are kept as that action's evidence.
Use AgreeRoute in the VoVo app
In the VoVo app, open your website, then Manage, and find AgreeRoute under Marketplace Modules. On the web, AgreeRoute sits in the Team area of the admin sidebar. The app uses the same access you have on the web for this website.
- Agreements lists drafts, published and archived agreements with the start of their wording. A person with Publisher access can publish a revision after confirming they reviewed the complete wording, or archive an agreement. Writing or changing wording stays on the web.
- Sent for signature lists signing requests that are waiting, completed, declined, voided or replaced. Open Recipients to see each person's status and signing order. A person with Sender access can email the signing link to the person whose turn it is, correct a pending recipient's name or email, void a waiting request with a reason, and issue a 72-hour link to the signed copy for someone who signed. A corrected request and a copy link show their new private links once, with Share and Copy.
- Signed records lists completed agreements. Download the signed PDF to your phone, or open its recipients.
- Retention shows each signed record's retention, the records on legal hold and each agreement's retention setting. An owner or settings administrator can place or release a legal hold with a reason. Changing a retention setting and deleting records stay on the web.
Preparing a new signing request also stays on the web.
Sign in the app
A signing request addressed to your verified VoVo account email appears under Waiting for you when it is your turn, if you have access to this website's admin; no AgreeRoute access or emailed link is needed, and you get a VoVo notification when your turn starts. Select Review and sign, read the complete agreement, type your full name exactly as it appears on it and sign, or select Decline, which ends the request for everyone. Your choice is recorded with the same evidence as the private link, plus your VoVo account. Requests that started from a website action, such as a form, are signed in that action, and nobody can sign for you through VoVo support access.
VoVo support access
When you ask VoVo support for help, a VoVo staff member may open AgreeRoute through VoVo's verified support access. They work with the role of the account they were granted, and AgreeRoute records the staff member's own VoVo account with each request they make. Support access that is expired or does not match your website is refused.
VoVo signup agreement
VoVo central administrators can require an agreement during VoVo tenant signup. This is set up only on the central VoVo admin and never appears in a tenant's admin. A new customer ticks the agreement box before payment or account creation, or also types their full name when that option is turned on, and the record is linked to their new tenant.
Edit a document's title and wording in its pop-up editor. The toolbar adds headings, bold, italic, underline, lists and alignment, and Preview shows it as a signer sees it. Each save is a new version, and the version history and change log record who saved and published each one.
Marketplace seller and buyer terms
VoVo central administrators can also choose the agreements that Marketplace sellers and buyers sign, on the central Marketplace terms page. A published seller agreement appears on the last step of a developer application, and a published buyer agreement appears before someone gets a free or paid Marketplace product. Each signature is saved with the application or purchase it was signed for. Turning an agreement off stops asking for it and keeps every signed record. Like the signup agreement, this page is central only and never appears in a tenant's admin.
Get product help
An eligible buyer with AgreeRoute active on this website can use Get product help to open a product-specific developer support ticket. Do not include complete agreement text, signatures, private addresses, or technical evidence in a ticket title. Use VoVo platform support for account or platform access issues. Use the Marketplace report path to report a module or developer.