How To: Launch a Merchant Application

Scenario: A Sales Agent (AEX Role: Publisher) wishes to launch a scorecard from within Agreement Express.

Video:
Review Video Here: How To: Launch an Agreement

Documentation:

1. Log Into your Workspace

2. Click on the + Launch Button:

   

   3. Select the correct Access Group*.
   4. Select the correct Folder

   

   5. Select Merchant Application & Launch Agreement on the bottom right corner of the panel
   

   

   
   6. Input Applicable Fields in the application
   7. Add Subject and Message, click “Send”
   

   

   
   *For More information on Access Groups, reach out to