Overview
This guide will show you how to access the action bar and a brief overview of the actions that are currently available in the Workspace.
- Intended Audience: Publishers and Company Admins of Agreement Express
- Prerequisites: Publisher access and above
How to Activate the Action Bar
- Select a checkbox on any agreement
- A bar will appear across the top of the grid with available actions
- If multiple Agreements have been selected, the Action bar will update to display only the actions that are supported in bulk.
Actions
|
Action |
Description |
Triggers |
Bulk Support |
|
Open |
Open the Case associated with the Agreement selected in a new window. |
Always available. |
Y |
|
Cancel |
Cancel the Agreement Selected |
Available on in-progress transactions (ie, Draft, Active, etc). Hidden for Completed or Cancelled transactions. |
Y |
|
Download |
Download PDF(s) of the selected Agreements |
Always available. |
Y |
|
Change Signer |
Change the signer of the Agreement selected. All signing blocks within the selected agreement will be updated. If your company has EAP enabled, you will be prompted to enter a phone number for the new signer. |
Available for Sent/Active Landing Page and Form transactions. |
N |
|
Resend |
Resend the Request to Sign e-mail to the current Signer. If multiple signers are available you will be prompted to select signers to resend the the request. Launch Codes can be found from this dialog and used to manually share a document with a signer. |
Available for Sent/Active Landing Page and Form transactions. |
N |
|
Edit Access Group |
Add or remove an Access Control Group from the selected transaction(s). Check out our Access Control Groups Customer Guide for more information. |
Always Available |
Y |
|
Copy |
Copy the data from the selected transaction to launch a new transaction. |
Always Available |
N |
|
Update Phone Numbers |
Update the Enhanced Access Protection phone number for a signer. |
Available for Sent/Active Landing Page and Form transactions with EAP enabled. |
N |
|
Open as Signer |
Open the current transaction the document as a signer using your current device. If multiple signers are available you will be prompted to select one. Your Workspace will be logged out of your current session for security purposes. |
Available for Sent/Active Landing Page and Form transactions. |
N |
|
Manage Tags |
Add or remove tags from the selected transaction(s). See How to Add & Manage Tags for more information. |
Always Available |
Y |
|
Risk Monitor |
Launch a Monitoring Scorecard for the selected Scorecard transaction. See How to Perform Ongoing Monitoring for more information. |
Available for Completed Scorecards |
N |