I am a Company Administrator or Publisher

Publisher Guide

• How To: Communicate with my colleagues using Agreement Express
• How To: Navigate your AEX Workspace
• How To: Create and Send a Household Package
• How To: Adjust Your Personal Settings
• How To: Add an Attachment
• How To: Monitor Third Party API Submissions

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Company Administrator ONLY

• Administrator - Initial Registration Process (Publishers and Company Administrators)
• How To: Add & Edit Users
• How To: Add/Remove Users from Teams
• How To: Reset a Signature for an End User
• How To: Share Access to Documents
• How To: Use AEX Reports

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Release Notes

• Release 20.14 - October 14, 2020
• Release 20.13 - September 23rd, 2020

How to Use The Bulk Send Feature

• Best Practices for Seamless Transitions
• Include Optional Forms in Bulk Send CSV
• How to Use The Bulk Send Feature for your Transition!

What is Pre-Fill?

• Available CRM Integrations
• AEX Pre-fill: User Guide
• Pre-fill Salesforce User Guide
• Pre-fill Wealth Person Records - Field Details

FAQs for Company Administrators and End Users

• FAQs: Company Administrators and End Users - Full Guide
• FAQs: AEX Interface Overview 101
• FAQs: Company Administrators & Publishers
• Legal Questions about Electronic Signatures
• General Questions about Agreement Express

Previous Releases

• Release 20.11 - August 17th, 2020
• Release 20.10 - July 24, 2020
• Release 20.09 - July 2nd, 2020
• Release 20.08 - June 10, 2020
• Release 20.06 - April 29, 2020
• Release 20.07 - May 25, 2020

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