The Agreement Express Connector is an incredibly powerful desktop integration tool used to connect your favourite software applications directly to Agreement Express. Using the Connector you can send any document directly from a native application to Agreement Express simply by installing the Connector on your computer.
The Connector not only allows you to send documents from any application, such as Microsoft Word, Excel or Adobe Acrobat/Reader, but it also allows you to access your Microsoft Outlook address book. You can also assemble packages of documents, from any number of software applications, and even overlay existing Agreement Express templates to the documents that you are sending.
Some examples of using the Connector:
Let’s say you had created a contract for a customer in Microsoft Word and you wanted to send it to them using Agreement Express. Rather than saving the document to your hard drive, if you’ve installed the Connector, you can simply print from Word and then select the Connector from list of available printers. The Connector will then launch and allow you to write your email, select the company you want to publish from, and will allow you to add people to the email list directly from your Outlook mail client.
If you were assembling a package of documents you can do this too. Let’s say that you had an Excel spreadsheet open that you wanted to include, as well as a PDF Welcome Letter that you had saved to your computer that your marketing department had requested to also include. With the Connector you can add these documents to the package, and indicate if they should be included as documents requiring signature or if they should just be attached to the email.
The Connector can also be used to speed up repetitive tasks where creating a strict template isn’t possible. Say for example you have a real estate system that generates a generic contract pre-populated with the listing information, but you don’t have control over this system to allow you to insert field tags or signature block tags, but the overall structure of the document doesn’t change. Rather than having to manually place all the fields and signature blocks each time you can create a template that contains the fields and signature placeholders in Agreement Express, and then “overlay” this template automatically each time you send the document through the Connector.
The Connector allows you to build packages in which each document uses a different overlay template, and even allows you to send to a pre-approval list of recipients before documents before sending the completed package to the intended audience. Our professional services team can help you configure the Connector if it seems a bit daunting, but you’ll soon see it is a very powerful way to integrate with your desktop.
First Time Setup
The first time you use the Connector, you will need to link the Connector with your Agreement Express account. When you print an agreement to the Connector (select File -> Print and choose the Connector from the list of printers), go to Options -> Agreement Express Settings from the main Connector window. Check that the server address is correct. The port number should be set to 443.
Enter in your Agreement Express email address and password. If you have a proxy server in use for your network you can enter in the details as well. If you are unsure of the details, you can click on the “Get Setup from Internet Explorer’ button to retrieve the information or contact your network administrator for more information.
Click the Save button and you are now ready to publish agreements.
Using the Connector
To send a document to the Agreement Express Connector, you select File -> Print from the menu in Microsoft Word (or any other program you wish). Select the AEX Connector from the list of printers in the drop-down at the top of the window and click print. Although you cannot select to print multiple copies, you can print in either portrait or landscape view and select what pages to print.
- Title: This defaults to the name of the document you printed. Change this to the file name you want the recipient(s) to see when signing.
- Overlay: You can select a template from Agreement Express and have the Connector copy the fields and signature blocks from that template onto the document you are printing.
- Company: This field will automatically be filled in with your company or if you belong to more than one, it will default to “Select a Company”.
- Set Shared Email: This feature allows you to create multiple accounts for one email address. This is great for couples whom share an email address but both need to sign an agreement.
- To Field: Signer's email addresses should be entered here. (Use commas to separate the emails.) Clicking the “TO:” button will bring up your Microsoft Outlook Contact list.
- CC Field: For those you wish to receive a copy of an agreement without having them sign. They will receive emails when the agreement is published and completed. Clicking the “CC:” button will bring up your Microsoft Outlook Contact list.
- Approval Field: This will send an email with a link to the agreement for review by a fellow publisher before the agreement is published.
- Subject/Message: These fields are for the subject and main body of the email that is sent to the recipients. Choose a meaningful subject line as this will be visible and searchable in the Agreement Manager later.
- Saved Messages: Save Subjects and Messages for re-use.
Add Additional Documents
To create add additional documents for signature or to include as an email attachment, click either of the Add Document buttons. Agreement attachments can be added once the agreement has loaded in Agreement Express.
- Add Document – Print: will close the Connector window and allow you to open another document, make changes and then print to the Connector.
- Add Document – Browse: will let you just add another document from a file browse window.
You will see the previous document(s) you printed listed at the bottom of the Connector window. You can delete the whole package, remove selected documents, turn any documents listed into email attachments or change any overlays used by using the buttons below the list.
If you would like to include documents with the initial request to sign email but not part of the agreement itself you can set the document(s) as email attachments. These attachments are only included in emails sent to signers when they are requested to sign; CC'd users will not receive these attachments.
To make a document an email attachment, under the Document Package section check the box beside the document name and click on the email icon below the list. Under the Attachment column, a 'yes' will appear to indicate that document will be attached to the email. Repeat the process to undo the change.