How-to: Use the Action Bar – Agreement Express Support

1.0 Objective

This guide will show you how to access the action bar and a brief overview of the actions that are currently available in the Workspace.

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Select a checkbox on any agreement
A bar will appear across the top of the grid with available actions
If multiple Agreements have been selected, the Action bar will update to display only the actions that are supported in bulk.

Action	Description	Bulk Support
Open	Open the Case associated with the Agreement selected in a new window.	Y
Cancel	Cancel the Agreement Selected	N
Print	Download PDF(s) of the selected Agreements	Y
Change Signer	Change the signer of the Agreement selected. All signing blocks within the selected agreement will be updated. If your company has EAP enabled, you will be prompted to enter a phone number for the new signer.	N
Assign to Workgroup	Assign a Workgroup to the Case of the selected Agreement.	N