Agreement Express Pre-fill User Guide

Scenario: You are a company administrator of Agreement Express and you wish to update your solution with your contact database. The database aka address book is created by uploading a .csv file into the Agreement Express platform.
I. Video Tutorial
Please watch the video below to better understand how to upload contacts to Agreement Express solution:

II. User Guide
The documentation below will help you understand how to leverage the pre-fill functionality in AEX and upload your contact database.

STEP 1: Create contact Pre-fill records 

Option A: Upload CSV

• Go to Under Personal Settings > Select contact details > Select  and then the Pre-fill Records tab

• Generate Spreadsheet by selecting the green download button
• Populate Spreadsheet

Use this template for more details about the .csv field descriptions and formatting rules.

• Upload Spreadsheet by selecting the blue upload button

Option B: In-flight

• Open a compatible transaction and navigate to a pre-fillable section. Each pre-fillable section will be identified by the Pre-fill icon

• Enter contact data in the section
• Click Save or Next
• The contact is automatically saved and ready to use in the next Pre-fill section

STEP 2: Use Pre-fill feature

• Open a compatible transaction and navigate to a pre-fillable section. Each pre-fillable section will be identified by the Pre-fill icon

• Select the Pre-fill icon              and search for the desired contact
• Users can expand and verify the contact by selecting view data

• Once the contact is confirmed, select Populate and the fields will prefill with the data that was uploaded. Add additional data where necessary

Learn more by viewing this Prefill Video

STEP 3: Edit Existing Contacts

• Return to the Pre-fill records tab under Personal settings as noted in STEP 1
• Search and Select that contact that you would like to edit
• Select Edit Contact and navigate to the field that should be updated

• After the field has been updated, select Save Changes

Unsaved Pre-fill Records

Pre-fill records are automatically updated if the information is changed on a Landing Page section with a pre-filled contact.

You may encounter this screen if the contact’s name was updated during pre-fill and can choose to create a new contact (e.g. a spouse) or update the existing contact’s name (e.g. typo).