How-to: Launch Agreements

1.0 Objective

This guide will show you how to launch an Agreement in Advisor360 Express' BaseXpress workspace.

If you are familiar with our previous workspace, you will notice that the term Agreement now replaces Transaction. We heard from our clients who raised concerns with the term Transaction during training sessions and we took the opportunity to update our terminology!

1. Agreement - A document workflow launched from Advisor360 Express containing Landing Pages and/or Forms to populate & sign.

2. Case - Multiple Agreements launched together for the same recipient(s) (Note: This must be enabled for your Company)

2.0 Table of Contents

Expand for Table of Contents

• 1.0 Objective
• 2.0 Table of Contents
• 3.0 Intended Audience
• 4.0 Prerequisites
• 5.0 Instructions

3.0 Intended Audience

• Publishers & Company Admins users of Advisor360 Express

4.0 Prerequisites

• You have logged into the Workspace as a Publisher or Company Admin.

5.0 Instructions

1. Navigate to the top left of the screen and select the +Launch button to open the Create New Agreement side panel.

   

2. Select the Select Folder dropdown to display a list of options.
   Note: If Folders have not been set up for your company this option will be defaulted for you.
   Contact a Company Admin to set up folders to improve the organization of your Agreements.

   Select your agreement(s) to launch from the Select Agreements list

   1. If your Company Admin has enabled multi-select,

      1. Use the checkboxes to select more than one agreement to launch together in the same Case

      2. Use the +/- buttons to add additional copies of the same agreement to the Case

         

3. (Optional) If Optional Forms have been configured for the agreements selected, you will be automatically prompted to add them in the next screen.
   Optional Forms can be added individually for each applicable Agreement selected in the previous screen.

   

4. Click Launch Agreement.
   Your agreements will be launched in a new tab and ready for you to populate & send!