I am a Company Administrator or Publisher

Release Notes

• Release 21.01 & 21.02 - February 10th, 2021
• Release 20.17 & 20.18 - January 13th, 2021
• Release 20.16- November 25th, 2020
• Release 20.15 - November 9, 2020
• Release 20.14 - October 14, 2020
• Release 20.13 - September 23rd, 2020

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: For Preparing and Making Changes to Packages
• 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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