Resources and Insights
Discover the Power of Agrello
Go beyond e-signatures with contract lifecycle management and powerful document automation. Discover the full suite of features Agrello offers to streamline your business.
First Steps in Agrello
A quick orientation for new Agrello users - understand your home screen and upload your first document in minutes.
What is an Agrello Document?
Learn how Agrello's document container concept works and how documents move through lifecycle stages from draft to signed.
PDF vs ASIC vs EDOC: Choosing the Right E-Signature Format
Compare PDF (PAdES), ASIC (XAdES), and EDOC signature formats to choose the best option for your documents based on use case, signature requirements, and regional compliance needs.
Roles and permissions on Agrello platform
Master Agrello's two-layer permission system: workspace roles (Owner, Administrator, Member) and folder permissions (Editor, Viewer). Control access, protect sensitive documents, and enable efficient team collaboration.
Setting Up Your Agrello Account: A Step-by-Step Guide
Complete guide to creating your Agrello account, starting your trial, and setting up your first workspace for digital document management.
Sending a Document for Signature
Send your first document for signature in Agrello. Add signers, choose your format, place signature fields, and send - step by step.
Inviting Team Members: Setting Up Collaborative Workspaces
Set up team collaboration in Agrello by inviting members, assigning roles, and organizing workspace access. Choose from Starter, Team, or Custom plans based on team size.
Document Lifecycle Management: From Draft to Signed
Master document lifecycle management from draft creation through signature collection. Learn to prepare documents, manage signers, send reminders, and track completion efficiently.
Shareable Template Links: Self-Service Document Signing
Enable self-service signing with shareable template links. Allow customers, partners, or employees to generate and sign documents on-demand without manual intervention.
Document Comments: Collaborative Review and Feedback Workflows
Enable efficient document review with Agrello's commenting feature. Gather feedback from legal, stakeholders, and clients before sending for signature—even Viewers can comment.
Multi-File Documents: Working with ASIC Containers
Create and manage multi-file document packages using ASIC containers. Learn how to bundle contracts with attachments, technical specifications, and supporting documents into a single signed package.
CSV Export: Integrating Template Form Data with Business Systems
Export fillable field responses from templates to CSV format for seamless integration with CRM, HRIS, and analytics platforms. Eliminate manual data entry and automate downstream workflows.
Managing Documents in Agrello Using Folders and Organization
Master document organization in Agrello with folders, subfolders, and advanced management features. Build efficient workflows that scale with your business.
Signer Experience: How to Sign Documents in Agrello
Step-by-step guide for signing documents in Agrello. Learn how to access invitations, review documents, choose signature methods, and complete signing—no account needed.
Team Collaboration Best Practices: Workflows for Scale
Scale your contract operations with proven team collaboration workflows. Learn folder organization strategies, template standardization, department workflows, and cross-team coordination best practices.
Fillable Fields: Collecting Data with Dynamic Templates
Collect structured data from signers using fillable fields in templates. Learn {{curly_brackets}} syntax, PDF form fields, CSV export, and integration workflows for CRM and HRIS systems.
How to Create Agrello Templates for Document Automation
Master Agrello's template system to automate document creation. Learn dynamic field creation, bulk generation, and workflow optimization strategies.
Troubleshooting E-Signature Issues: Solutions and Best Practices
Resolve common signing process issues including email delivery problems, signature method failures, non-responsive signers, and document corrections after sending.
Bulk Document Creation: Automating Mass Document Generation
Master bulk document creation in Agrello to generate hundreds of personalized documents simultaneously. Perfect for employee agreements, customer contracts, and mass communications.
E-Signature Options in Agrello: Security Levels and Authentication Methods
Comprehensive guide to e-signature security levels and authentication providers in Agrello. Learn about SES, AES, QES levels and choose the right signing method for your needs.