Creating an Agreement Using a Template

Agreement Express allows you to create agreements using templates set up for your company or your own unique documents uploaded from your computer. Using pre-existing company templates allows you to save time if many of the agreements you are sending use the same document.

 

1. Click on the Templates tab of the agreement manager to view all of your company templates.

2. Choose the template you wish to use.

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3. Drag and drop signature blocks and form fields onto the template where you need them. You are able to add and delete form fields and signature boxes even when using a template.

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4. Click Save and Send when you are finished creating your agreement.

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5. Replace the templates' existing signature block labels with the appropriate email addresses and click Send.

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The agreement will be published under your account and placed in your UNFILED folder.

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