Agreement Express allows you to create multiple folders to organize documents you've sent and signed. You can also share these folders with people within your company. By default, all documents appears in your unfiled folder.

Creating Folders

To create a folder, you simply right-click any of the current folders and select create new folder. After entering in a folder name, the folder will automatically be placed in alpha-order with the rest of the folders. The only exceptions to this are the All Agreements folder and the Unfiled folder with always remain the top 2 folders in the list.

Deleting Folders

To delete a folder, you right-click on the folder you wish to delete and select delete folder from the menu. A window will pop-up asking you to confirm the folder deletion. Once you have deleted a folder, all documents stored in the folder will automatically move back to the unfiled folder. You can only delete folders that you have created.

Moving Documents to a Folder

To move a document you simply click and drag the document to the folder you want to put it in. To move multiple documents, you select all the documents (causing them to highlight blue), click one of them and drag the group to the folder.

Sharing Folders

Folders can be shared across the company based on two levels: all publishers in your company or just the company administrators. To share a folder, right-click on the folder and select Share Folder, choosing the sharing level. Now whenever you move a document to that folder, everyone who you've shared the folder with will also see that document in the folder.