Agrello Forms is a feature extending our Smart Templates module, that allow users to easily create shareable forms for signing. All you need to do is create a fillable template, then create a shareable link and send to anyone who needs to fill and sign the form (application, contract etc.)
What makes it different from Google forms and Typeform, in addition to the data, there will be a signed document about each application in your Agrello account as well. This makes it very handy for various uses cases like sales, school applications etc.
Step 1 - Creating and sharing the link
You can start with any template you've created in Agrello. If you have no templates check here on how to create one.
First step would be turning your template info form.
Open the template and head to Sharging tab
Click in create
A pop up will open, where you need to select the format of final output of the signed form. For most, it can be PDF, but in some areas in EU ASiC format is also being used.
Once you have done that you should see the link.
Bonus tip:
You can make your Share to Sign links even more accessible by creating QR codes using popular online tools like bit.ly, QR Code Generator, or similar services. This allows you to share your documents as scannable QR codes on printed materials, presentations, or anywhere a quick scan would be more convenient than typing a URL.
Step 2 - Using the documents and data
Now once you have shared the link and you have ton's of applications in your inbox there might be a need to use the data collected with the help of forms. One way is to manually go through all the applications as we all have done in the past. But better option is to simply download the CSV file.
Frequently Asked Questions
Do recipients need an Agrello account to sign shared documents?
Do recipients need an Agrello account to sign shared documents?
No, recipients can complete and sign documents without creating an Agrello account. They simply need to provide their email address and can sign using their preferred method.
What types of documents work best with Forms?
What types of documents work best with Forms?
Any template that requires signatures works well – NDAs, employment applications, waivers, consent forms, service agreements, and more. The feature is particularly valuable for documents where there's certain level of self service aspect in use.
How secure are documents signed through Forms?
How secure are documents signed through Forms?
Share to Sign maintains Agrello's high security standards. Documents can be signed with qualified electronic signatures that are legally equivalent to handwritten signatures, or with Agrello's secure e-signature for international use.
Can I track who has signed my shared documents?
Can I track who has signed my shared documents?
Yes, all completed documents are automatically stored in your Agrello account with full audit trails. You can see when documents were signed and by whom, just like with regular Agrello documents.
What happens if someone starts but doesn't complete a shared document?
What happens if someone starts but doesn't complete a shared document?
The system includes confirmation steps to prevent abandoned documents. A document is only created in your account after the recipient confirms their intent to proceed and provides their email address.
Can I disable or change a shared link after creating it?
Can I disable or change a shared link after creating it?
Yes, you can disable shared links at any time through your template settings. You can also regenerate new links if needed while keeping your template intact.