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After you have set up your document, you will need 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.
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"Tagging" eSignature Documents
Sending your eSignature Document
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AgencyRoot eSignature Document Training Video
Watch how to set up, edit, and send your newly created eSignature document on this video:The video below takes you through the full process from start to finish. Please refer to the videos above if you have a question regarding a specific step in the process.
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