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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

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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 it.

"Tagging" eSignature Documents

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Once the tagging process is complete and you’ve assigned each field, you will now use the following link to learn how to send your eSignature document via email to your recipients.

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What to expect after you’ve sent an eSignature request.

AgencyRoot eSignature Document Training 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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