Use the following links to walk through initiating, tagging, and sending a document containing an eSignature (electronic digital signature) request.

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 each starting point.

https://agencyroot.atlassian.net/wiki/spaces/AS/pages/514228249

https://agencyroot.atlassian.net/wiki/spaces/AS/pages/514097410

“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 it.

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 to send your eSignature document via email to your recipients.

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.