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The status of the Document inside AgencyRoot will be automatically update updated to Out For Signature until each signer signes has signed the eSignature document.
The sender will receive an email notification upon the first signer Viewing a document and Signing a document.
The status of the Document inside AgencyRoot will be automatically updated to Pending Approval after each signer signs the eSignature document.
The sender will receive an email once each signer signs the document.
Once all signers sign the document the Document in the AgencyRoot system will be automatically updated to show the signed document.
To view the Most most recent Version version of the Document document (the one signed by each recipient) use the 3-dot action icon and select “View”
You can view the history of the document by using the 3-dot action icon and selecting “History”.
Select the Version you can now save to your desktop, download and move to your AIP Document Upload portal, or print.
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