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.
2.0 Table of Contents
3.0 Intended Audience
Publishers and Company Admins of Agreement Express
Publisher access and above
5.1 How to Activate the Action Bar
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.
Open the Case associated with the Agreement selected in a new window.
Cancel the Agreement Selected
Download PDF(s) of the selected Agreements
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.
Assign to Workgroup
Assign a Workgroup to the Case of the selected Agreement.