Scenario: A Sales Agent (AEX Role: Publisher) wishes to launch a scorecard from within Agreement Express.
Review Video Here: How To: Launch an Agreement
Log Into your Workspace
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