Release Notes

Latest Release

• ★ Release 20.01 - January 21, 2020
• Release 19.20 - November 27, 2019

Previous Releases

• Release 19.21
• Release 19.19 - November 6, 2019
• 19.17 Release Note - September 25, 2019
• 19.16 Release Note - September 4, 2019
• 19.15 Release Note - August 14, 2019
• 19.14a Release Note - July 24, 2019

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News

Important Updates

• Staging Whitelisting
• AEX Connector service is moving

User Guide

General

• Customer Care Guide
• Agreement Express - Logging a Zendesk ticket
• Supported Web Browsers
• Resolving Signature Problems in Adobe Reader
• "Unfortunately, the browser you are using is not currently supported..."
• PDF Signing Certificates

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Signing Basics

• First-time signing and registration

FAQs

• How to Use the Pre-Fill Feature
• Pre-fill Wealth Person Records - Field Details
• Opening the Agreement
• Signing the Agreement
• My Agreement Express Password
• Legal Questions about Electronic Signatures

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MV2 Company Administrators

General

• Administrator - Teams

MV2 Publishers

General Navigation

• ★ Agreement Express - Welcome Registration Process for Publishers and Company Administrators
• Document Rewind - MV2
• Workgroups
• Personal Settings
• [MV2] Workspace - General Overview
• Send a document for Signature (MV2)

Internal Knowledgebase

Workflow Configuration (MV2)

• MV2 Transaction Workflow - Basics