Loading a document from Agreement Manager

Log into Agreement Manager by going to https://agreementexpress.net (for Canada and Europe) or https://us.agreementexpress.net (for the US) and enter your username (email address) and password. Click SEND AN AGREEMENT from the menu bar on the top and browse for your document. Your document will appear in a new tab or window of your internet browser.

Loading a document from Microsoft Outlook

Be sure to have installed the Outlook Plug-in. If you haven’t already, follow the instructions installing the outlook plug-in before you begin.

Click the NEW AGREEMENT EXPRESS MESSAGE button on the top left-hand corner of Outlook. An email message panel will appear. Complete your email message as you normally would. Click the ADD ATTACHMENT button (it looks like a green plus symbol) on the menu bar in the message panel. Click SEND VIA AGREEMENT EXPRESS and your document will automatically load.

Your document will appear in a new browser window.

Loading from the Agreement Express Google Gadget

Be sure you have installed the Google Gadget. If you haven’t already follow the instructions installing the Google Gadget before you begin.

Sign on to Agreement Express using your username (email address) and password. Click the BROWSE button and select the document you wish to load. Click PUBLISH to load the document.

Your document will appear in a new browser window.

Sending a Document

Complete the email message panel if one appears (if you sent from the Outlook Plug-in you will not see this panel, but you can edit your message by clicking on EDIT EMAIL). 

You will be able to place signature blocks for anyone you put in the TO: field of the email message panel. If you are also signing the document it is not necessary to put yourself in the TO field, you will automatically appear as an option in the drop down list that appears when you place signature blocks.

Click on the ADD SIGNATURE button on the Form panel and drag the signature block into the desired position.  You must keep the left mouse button held down while dragging. Choose the person you wish to sign in that spot from the drop down list, the signature type and any advanced signing options you wish, then press SAVE.  Repeat for all people signing the document. 

To reposition a signature block, mouse over the block and a drag handle will appear on the top left corner. Use this to move the block to the desired position.

To delete a signature block, click anywhere on the block and click DELETE on the panel that appears.

When you are finished press SEND AGREEMENT from the top left corner of the document window.