Creating Shared Email Accounts through the Connector

To create shared email accounts, first enter the email addresses the agreement is being sent to then click on the Shared Email icon. This will open a new window that will list the email addresses in the right column. Select the email address you would like to create shared accounts from and click on the edit button to enter in the names or labels you would like the accounts to display as. This can be the recipients' names or something more generic like husband and wife. Please enter the name or label with no spaces and commas separating each one. 

Once you are done click OK and you will be returned to the previous window. Once you have finished filling in the rest of the information click Send Now to load the agreement in Agreement Express. The signature blocks will show the shared email combined with the name or label you entered in the format: EMAIL_NAME.

When the agreement is published an email for each account will be sent out. The subject line in each email will include the name or label so the recipients know whom each email is for. This is because each attachment link will only allow the intended recipient to sign. Each recipient needs to open the agreement to sign through the attachment link sent to them. Anyone else who tries to sign will be unable to sign as themselves.

Shared email accounts can still be created even if the email address is already registered in the system. You simply follow the same procedure outlined above. When you create shared email accounts you must specify at least two names so if the husband has already registered with just the email, he will need to re-register with the shared email account. His original account will still exist in the system though and can still be used to sign agreements.

When many people in a company are sending agreements, it's a good idea to establish what names or labels are being used when creating shared email accounts so extra accounts are not being made and clients aren't registering over and over again.

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