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eAgreements User Guide
eAgreements user Guide MICR OSOFT V OLUME LICENSING FE BR UARY 2017 e A gr e e me n t U s e r G u i de 2 Table of Contents The eAgreements smart client and web tool .. 5 Variations between programs .. 5 Create a new agreement .. 6 Sign in to eAgreements .. 6 Find or create a customer .. 7 Choose Program .. 8 Navigate through eAgreements .. 9 Create an agreement (contract package) ..11 Save a draft ..11 Prior Agreements ..11 Choose Organizations ..12 Choose Contacts ..14 Verify roles and contacts ..16 Provide Additional Information ..17 Choose Offerings ..18 Choose Media ..20 View the summary ..20 Preview/Upload and prepare for signature ..21 Prepare for signature ..24 Electronic signature ..25 Physical signature ..26 Withdraw a submission ..28 Resend the email notification ..29 e A gr e e me n t U s e r G u i de 3 Extend an agreement .. 30 Renew an agreement .. 33 Next Steps ..36 Accept and sign an agreement (customer steps) .. 36 Sign the Reject the agreement.
eAgreement User Guide 6 Create a new agreement This section explains the common steps for how to create a new agreement (contract package) for
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