After you Request signature each of the recipients will receive their own emails. You (the sender) and each recipient will receive updates when the document was viewed, signed, and completed.
What the recipients can expect.
The recipient will receive the email.
The recipient will open the Document to sign by selecting the Review & Sign link in the email.
Once selected the Recipient will see the document and their responsible portion to complete.
They can either scroll to find the signature box required or select the Get Started button at the top right.
They will be prompted to “Click to sign”
They will then have the following options to complete their signature:
Draw it in
Type it in
Upload image
Use Smartphone
Once they have completed their signature option they will select Insert.
They have the option to Edit or Clear their signature.
If they are satisfied with their signature they can select Continue at the top right.
Select the “I Agree” or Edit button to continue or go back.
Once completed the recipient will see a confirmation page and receive an email with a copy of the signed document in their inbox.
What the sender can expect.
After each recipient has signed or completed the task they were assigned to on the document your AgencyRoot dashboard will be updated and you will receive email notifications.
Please note the Sender will receive multiple email notifications during this process. The easiest way to keep your inbox clean is to use automatic email filters.
The status of the Document inside AgencyRoot will be automatically update to Out For Signature until each signer signes the eSignature document.
The sender will receive an email notification upon the first signer Viewing a document and Signing a document.
The status of the Document inside AgencyRoot will be automatically updated to Pending Approval after each signer signs the eSignature document.
The sender will receive an email once each signer signs the document.
Once all signers sign the document the Document in the AgencyRoot system will be automatically updated to show the signed document.
To view the Most recent Version of the Document (the one signed by each recipient) use the 3-dot action icon and select “View”
You can view the history of the document by using the 3-dot action icon and selecting “History”.
Select the Version you can now save to your desktop, download and move to your AIP Document Upload portal, or print.
