Use the following links to walk through initiating, tagging, and sending a document containing an eSignature (electronic digital signature) request.
Please refer to the Documents page if you need help starting the Document Upload process.
Starting the eSignature Document 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
“Tagging” your eSignature Document
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.
"Tagging" eSignature Documents
Sending your eSignature Document
Once the tagging process is complete and you’ve assigned each 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
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
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.