How-to: Send a File

1.0 Objective

This guide will show you how to send one-off documents for digital data collection and signature.

With Send a File, you can send basic documents digitally to collect signatures without the complexity of building a new template and workflow in Agreement Express.

Here are some examples:

• Non-standard documents (ie, with custom fees or terms) that apply to a single client

• Infrequently used documents that have not been digitized in the AEX template library

2.0 Table of Contents

3.0 Intended Audience

• Any Publisher of Agreement Express in Workspace

4.0 Prerequisites

• Publisher access rights and above

5.0 Instructions

1. Log into Agreement Express as a Publisher or Company Admin

2. Click Launch

3. 

   Click Send a File

   

4. Upload your files by clicking Select.
   Pro tip: You can also drag & drop your files into the box from your computer.

   

5. Review your files

   

6. Click Launch. Your documents will open in a new window.

7. Select the Blue FAB on the bottom right to add digital elements to your documents

   

    

8. Add a single or multiple signature levels and dates (optional).
   Publishers can select Signature Block to add one or multiple signature levels on the
   document. Publishers can add signature levels by updating the signing level field.
   Publishers can also include the signing date by selecting “Include Date Stamp”.
   Once complete, select “Accept”.

   

    

9. To send, select the paper icon, add a subject line and message then select Send

   

    

6.0 Advanced Features

Set an Agreement Type

You can associate a one-off document with an existing workflow by selecting the Set an Agreement Type checkbox.

This is useful if you require specific integrations or workflow features (ie, Certificate of Completion) applied in this one off document.