SimplyAgree Knowledge Base
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Manage your transactions

Manage your SimplyAgree account home.

  • Create a new transaction
  • Archive or delete transactions
  • Edit the details of a transaction
  • Organize your transactions into a list
  • Add participants to a transaction
  • Receive a notification email when eSignatures are returned
  • Make a transaction Mercury-compliant

Categories

  • Manage your transactions
  • Transaction Overview
  • Download transaction items
  • The Signatory Manifest
  • Add transaction documents
  • Create signature packets
  • Send signature packets
  • Compile wet ink and eSign pages
  • Manage the signing process
  • InstaPages
  • Update and finalize your documents
  • Build your closing binder
  • iManage Integration
  • NetDocuments Integration
  • FAQs
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