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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.

eAgreement User Guide 7 Find or create a customer In the pane titled To begin creating a contract package, search for an existing customer or create a new customer. NOTE: If you are renewing an existing agreement, fill in the agreement number in the field after Renewal Agreement.For instructions, see Renew an agreement.

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