AgencyRoot is proud to announce the introduction of an eSignature process built directly into our agency management platform.
Us the Use the following links to walk through the steps of creating initiating, tagging, and sending a document containing an eSignature (electronic digital signature) . As well as detail the email paths after you’ve created the document and sent to you recipients for signaturerequest.
Please refer to the Documents page if you need help starting the Document Upload process.
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Starting the eSignature Document
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Process
An eSignature can be added to your documents upon the initial document upload process or after a document is uploaded and already in the system. Select the link below to learn how to set up an eSignature from the each starting point.
From Initial Document Upload
From a Previously Uploaded Document
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“Tagging” your eSignature Document
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After you have set up your eSignature document, you will have the ability to easily edit it by Adding Signature Boxes, Initial Boxes, Date Signed Boxes, Textbox Boxes, and Checkbox Boxesneed to “tag” the document with the areas you want by signature, initials, date signed, text-filled, and checkboxes. Use the link below to learn how to edit your eSignature document before sending.
Editing your Document by adding action boxes
Sending your eSignature Document
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Once all your edits are the tagging process is complete and you’ve assigned each box field, you will now use the following link to learn how send your eSignature document via email to your recipients.
Sending your eSignature Document
After you’ve sent the eSignature Document
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Your eSignature Documents should be on their way to your recipients. This section will take you through what each will receive and how you will be notified once they’ve viewed the email and eSigned the document.
What to expect after you’ve sent an eSignature request.
AgencyRoot eSignature Document Training Video
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Watch how to set up, edit, and send your newly created eSignature document on this video:
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