Pre-requirements
Signing documents online is one for the core feature of Agrello platform. Here's a quick guide to get started.
Before you move on, make sure you have an active paid subscription or trial. If there's no active subscription you will not be able to send out documents for signing.
Step 1. Upload your document
After logging in, click "Upload document" in your chosen folder.
Step 2 - Send for signing
Document get's uploaded as a draft. If you use MS Word Docx or Excel sheet, you can make last minute edits in Agrello. If there's no no need, simply follow along and:
Click on button "Continue"
A pop up will be presented, where you can choose suitable output file for signed document. For most people PDF should work, but on some countries in Europe ASiC is also widely used.
Step 2.1 - Preparing a PDF for signing
In order to use PDF format you need to place signature fields for document.
For that we recommend to first scroll to the page you intent to place them.
Then Add the email of the signer and press + button.
A signature field will appear on the document. Drag it to the right place
Repeat the process.
Please note, that one signer can be sign document only one time.
Step 2.2 - Preparing ASiC, eDOC, aDOC for signing.
ASiC, eDOC and aDOC are so called container formats, where signatures and files are stored in a container. It's pretty straightforward with this format, simply add the signers by entering the emails and that's it.
Step 3 - Add a custom message
Before sending out an invite there's an option to add a brief cover letter for your document. It's a handy way of letting people know what documents they need to be signing. Once you click "Continue" the invitations are sent out.
Once the other party has signed, you'll receive an e-mail notification.
Sending reminders
As peole are busy, sometimes it happens, that invitation emails fell through the cracks and go unnoticed. A handy option here is to use re-send invitation email.
This can be done from either document view, ...
... as well from the progress view.
