Transcription of eAgreements User Guide
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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 .
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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