SimQ Administrators

ATAC Profiles (User Groups)

• Copying Existing ATAC Profiles

Agreement Express MV2

MV2 Quick Help

• Personal Settings
• Workspace - General Overview
• Send a document for Signature (MV2)
• Reports
• Adding tags to templates in MV2

Creating an Agreement

The Basics

• Overview of Sending an Agreement
• When Emails are Sent
• Packaging Documents into One Agreement
• Instructions For Your Signers

Signature Options

• System Events (aka: System Signatures)
• ID Verification
• Telephone Verification
• Hiding a Signer's Email Address

Customizing Fields

• Agreement Field Basics
• Secure Fields
• Tracking Field Changes
• Dynamic Transposition
• Field Properties
• Controlling What Information is Allowed

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Additional Options

• To Request Supporting Documents From Signers
• Access Protected Agreements
• In-Person Signing
• Creating Hidden Documents for Internal Use
• Linking Agreements
• Creating a Re-usable Signing Link

Connector

• The Basics of the Connector
• Creating Shared Email Accounts through the Connector
• Having Someone Review Agreements before Publishing
• Adding Signature tags to Documents
• Adding Field tags to Documents
• Installing the Connector

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Getting Started

Learning How to Use Agreement Express

• Navigating Agreement Manager
• Organizing Your Agreements
• Searching For Agreements
• Visualizer: Checking the Agreement Status
• Using a Template to Send an Agreement
• Upload a Document to Create a Basic Agreement

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FAQs

• Supported Web Browsers
• Opening the Agreement
• Signing the Agreement
• My Agreement Express Password
• Legal Questions about Electronic Signatures
• Generation Questions about Agreement Express

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Using Agreement Manager

Default Features

• Smart Folders (Saved Searches)
• Agreement Details
• Archiving Agreements (Downloading PDF copies)
• Copying Agreements
• Resending Agreements (and alternative ways to open an agreement)
• Adding Internal Agreement Comments

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Additional Features

• Sign Without Opening/Mass Signing
• Change Signer - One or a Few Agreements
• Change Signer - Over a Period
• Cancelling Agreements
• Document Rewind
• Marking Non-Digitally Signed Agreements Complete

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Reports

• Report Options
• Export Results to Excel File
• Process Monitor (displaying data within your agreements)
• Field Data Report

Managing Your Environment

Advanced Features

• Allow Websites to run JavaScript on Internet Explorer
• Enable JavaScript on Internet Explorer
• Setting Your Own Password Policy
• Collaboration Queues (Basic)
• Collaboration Queues (Enhanced)
• Managing Parent & Child relationships across companies

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Managing User Access

• Managing Users
• Overview of Security Profiles
• Permissions related to Publishing
• Permissions related to Signing
• Permissions related to Administration
• Permissions related to Document and Template Management

Using SimQ Manager

Using

• SimQ Manager Overview
• Understanding and Navigating the SimQ Grid
• Searching in SimQ Manager
• Sending a Basic Agreement
• Copying Transactions
• Tracking Field Changes

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Configuring

• Configuring Templates for SimQ
• Changing the Navigation Pages and Adding/Deleting Templates from Assembly Pages
• Configuring Grids
• Creating a Transaction Folder
• SimQ Folder Types

Additional Features

• Publishing Multiple Agreements From a Spreadsheet (Mass Upload)