How to finalize template on Agrello platform and add signature fields
Once you have created a template using Microsoft Word and uploaded it to the Agrello platform, you need to add signature fields to the template as well.
To upload a new template, click on Create new button and choose Template.
After the upload, template view is opened. Click on the EDIT button in the upper right corner of the preview.
This opens the template editing toolbar with two buttons:
  • Signature Pen - that allows drawing signature fields
  • Text Tool - that allows you to add rectangular text fields
Once you have placed the signature fields, click on the SAVE button in the upper right corner of the preview.
Now your template is ready for use!
Agrello converts Docx files to PDF files when creating a template. When you add signature fields, you actually modify the PDF file already and create a placeholder where the signature comes once the user signs the document.
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