II. Agreement Express User Manual: 101

User: Anyone sent an

agreement that does not

already have an account (or doesn’t have access to the company the agreement is published under) is automatically added as a user. This role can only sign agreements; they are not able to log into Agreement Manager.

Publisher: Publishers can publish documents but are limited to only being able to view agreements they’ve published or signed themselves. (A security role can be assigned to give them the ability to see all agreements.) Publishers have no access to add, edit or remove users and department groups.

Company Administrator:

This role allows you to see all agreements in the company and can add/edit/delete users and department groups. Company administrators can also reset passwords for other users.

Note: Flexible workflows accommodate access and sequence of actions for various functions, regardless of the types of operational roles.

Activity

Shows total transactions over a specific time frame

Using this report, you can track how your business activity is trending by reviewing published transactions against completed ones.

At a glance, you can see how many transactions were Published/Initiated and Completed for the specified reporting period.

Average Time

Shows Average Time to Complete a transaction in days, hours or minutes

Using this report, you can track how your business activity is trending by reviewing the average time to complete transactions.

Not in Good Order

Shows total transactions completed vs Not in Good Order Rate

Not In Good Order is the number of transactions corrected (rewinds) divided by the total number of completed transactions. This rate varies by transaction type, but anything over 20% is considered high.

Rewind by Reasons

Shows total number of transaction rewinds over a specific time frame

At a glance, you can view what errors were being made, how often, and for what reason, so you can identify potential areas for business process reengineering, additional training, template/form optimization and more.

Only the Reasons for Rewind that your company has configured are displayed.

Rewind by Users

Shows total number of transaction rewinds over a specific time frame

Using this report, you can track business and employee performance by frequency, for a specified time period.

At a glance, you can view how many errors were being made, by whom and how often, so you can identify potential areas for business process reengineering, additional training, or whether you need to add validation to templates/ forms.

Only the Reasons for Rewind that your company has configured are displayed.

Speed

Shows Duration to Complete a transaction in days, hours or minutes

Using this report, you can track how your business activity is trending by reviewing the duration to complete transactions

Status

Shows the quantity of transactions in a particular status during a specific time frame

Using this report, you can track how your business activity is trending by reviewing the quantity of transactions in a given status.

Visualization, filtering and exporting

The following options are available for each report:

• Can be viewed in Graph or Table format
• Can be filtered by Transaction Type, Team and time frame
• Can be exported to CSV

Productivity by Type

Displays statistics about the volume, speed and error rate for each Transaction Type configured within Agreement Express. It’s intended to provide a real-time view of the onboarding volume and how effectively the firm is processing this volume. This data is automatically collected and displayed for every configured Transaction Type within the company.

Team View

If Teams are configured for the company, then clicking on the corresponding drop down will allow you to toggle to the Team View. You’ll see similar statistics to the Transaction Type view, arranged by Team. Review the volume of transactions, for the selected time period, along with the historical performance by team. Use this data to determine how effectively teams are managing their transaction volume for the purpose of identifying bottlenecks, training opportunities or redistribution of work.

Landing Page View

Toggle into a view of your landing pages, if your organization has them set up. Use this data to determine the effectiveness of each individual landing page, process bottlenecks and areas of design weakness in forms and templates.

Edit Contact with the User’s:

1. First Name
2. Last Name
3. Email Address
4. Permission

All Agreement Express users are assigned one of three roles which allows different levels of access to Agreement Express. See p.1 for details.

• User
• Publisher
• Company Administrator

5. Security Profile

• Select the Security Profile that matches the user’s role, if applicable
• By default, Publishers and Company Admins will be assigned the "can rewind and can cancel" Security Profile. This allows them to cancel and rewind transactions

6. Can Unlock Secure Fields

• Selecting this will enable the user to view the data in secure fields by entering their credentials

7. Once everything is complete, hit Save.

• If you have not added any Domains to your setup a pop-up will display like the one in the example to the right. This is a reminder only, and the new user can be added by clicking Yes.

This feature allows Admins to resend the welcome email to an unregistered use

.

1. Enter a Team name (cannot contain spaces)
2. Select either Users or Teams

1. Selecting Users will enable creating a Team of users
2. After this team is created, the individual users who need to be members of this team can be selected
3. Use Search to find specific users

Selecting Teams will enable creating a Team of Teams

• After this team is created, the individual teams that need to be members of this team can be selected
• Use Search to find specific Teams

3. Select Create to save or Cancel to discard your entry

1. Within Workspace select Work Groups from the left sidebar and click ‘Create New’. In the popup enter the name of the new     Work Group

2. Select from the list of users in the company.

3. Once you have a Work Group you can share a transaction by hovering over the collapsed card in Workspace and clicking on the icon:

1. Enter a Team name (cannot contain spaces)
2. Enter a Profile Name
3. Enter a Profile Description
4. Select Create to save or Cancel to discard    your entry
5. In the Security Profile window select the required Security Permissions

• Use Search to find specific Permissions

ABOUT AGREEMENT EXPRESS

Agreement Express is the leading client onboarding platform for financial services. The Agreement Express platform allows financial institutions in the wealth and payments industries to design and execute consistent automated onboarding experiences across their product offerings and channels while providing deep analytics that enable proactive and personalized client advice. The platform is the first of its kind to help firms gather, use, and reuse client data to improve and evolve rich customer experiences. Agreement Express enables financial institutions to provide best-in-class digital onboarding to their clients and grow their business.