AgencyRoot allows your office to store, send, sign (via eSignature), manage, and create action items for any and all of your documents, including customer and policy data.
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Where to Add, Access, and Manage Documents
There are three places in AgencyRoot that where you can add, access, and manage documents.
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You can now also search for Policies that are missing specific Documents - providing another layer of processing protection. To do so, make sure you have the “Missing Policy Documents” tab selected.
By selecting the 3Dot action button you can do other Document functions from your Missing Document tab.
Add - upload the document to the specific policy listed
Create Task - send yourself a reminder or add a Task to a coworkers Task Dashboard
View policy - head to the related policy’s details page
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Select your next Action
Save Document - Your document will be uploaded to the platform.
Save & Send - Your Document will be uploaded to the system and you will be prompted to “Send” the document via email to a recipient.
Depending on where you are uploading your document (Contact, Policy, Document dashboards) you will have the option of selecting “prefilled” email address or selecting “Other” and typing in your email recipient’s address.
Select the Email provider you use:
Available options are as follows
Apple Mail
Gmail
Outlook
Office 365
Select your Action
Create Email - finishes the Document upload process and Generates the email to your recipient.
Create Email & Follow-Up - finishes the Document upload process, Generates the email to your recipient, and creates a Task.
Save & Sign - Your Document will be uploaded to the system and you will be prompted to start the eSignature process. To learn more about the eSignature process please click the link below.
eSignatures process
Adding From the Documents Dashboard
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Under the Missing Documents tab select the 3 Dot Action icon
Follow the Add new Document flow above
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Editing Documents
Once a document is uploaded you will have the ability to Edit edit the document using the 3Dot Action item next to the Document.
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View -
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This allows you to open and view the document so you can View, Download, or re-save the document.
Edit -
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This allows you to
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edit the
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document details or update the document by replacing it with another version.
Select the 3 dot action item next to the document you wish to Replace and select Edit
You can make edits to your previously
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uploaded document.
Update Document Type
Replace the previous document with an updated or new version
Update the Description
Update the Document Status
eSignature
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allows you to edit your document by adding and requesting electronic signatures.
Please see the eSignatures process for more details.
Share -
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This allows you to send your uploaded document via email to an email recipient.
Create Task -
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This allows you to create a Task for
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yourself or a team member from the Document
History - Allows you to view the History of the document from initial download to any updates.
Select the 3 dot action item next to the document you wish to view and select “History”
Delete Document -
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This allows you to permanently remove the document. Please note if you need assistance recovering deleted documents by mistake message support@agencyroot.com.
Document Admin
Any user in AgencyRoot can be set up as a document admin by another user in your agency with access to Agency Admin.
When selected, the user will have access to the Manage Document Types screen, which provides them with the ability to add, edit, or delete Document Types and Document Sweep settings.
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