Agreement Express makes it easy to add additional documents for completion and signature. Adding another document from Agreement Manager
After you select your first document by clicking SEND AN AGREEMENT from the menu
bar on the top, simply edit the email and choose the
company that you will be sending the document from. When you are
finished, click ADD DOCUMENT on the top menu bar and choose which
document you would like to add. You will now be able to toggle between documents by clicking the document number on the left hand side of the page and edit them using the Form Editor. To add another document, follow the same procedure. *The ADD DOCUMENT button is not enabled by default. Please contact Recombo Support if you would like this feature enabled.Adding another document from the Outlook Plug-in To add another document from the Outlook Plug-in simply click the ADD DOCUMENT icon on the menu bar. You may select as many additional documents as you like. You will be be able to toggle between documents once in editing mode. To proceed to editing mode click SEND VIA AGREEMENT EXPRESS. |