Sending and Signing Documents in Agrello

Sending Documents for Signature

Follow these steps to send a document for signature:

1. Log in to your Agrello account and navigate to the folder containing your document.
2. Select the document you want to send for signature or upload a new one.
3. Click "Prepare for signing" to start the process.
4. Choose the output format:
   • PDF (most common, viewable by any PDF reader)
   • ASIC container (allows digital signing of multiple file types)
5. Add signers by entering their email addresses in the top-left text field.
6. Add signature fields:
   • For PDF documents: Drag signature field boxes to desired locations on the document.
   • For ASIC containers: Simply add signer emails; no need to define signature fields.
7. Click the green "Send for signing" button.
8. Add a custom note to the email invite (optional).
9. Review and send the document to all added parties.'

More resources

• ‍Read more about different e-signature formats (ASIC vs PDF)
• E-signing guide

Signing Documents

When you receive a document to sign, follow these steps:

1. Open the email invitation from Agrello.
2. Click the link in the email to access the document.
3. Review the document carefully before signing.
4. Click on the Sign button on upper right corner.
5. Choose your signing method and confirm your signature:
   • Choose the e-signature type (Agrello, Mobile-ID, Smart-ID etc)
   • Type your name or draw our signature, if needed.
6. Click Continue button to confirm your signature.

Common Issues and Solutions

Signer didn't receive the email invitation

• Check spam folders
• Try clearing your browser cache

Signer is unable to view the document

• Ensure you're using a supported browser and it's up to date
• Try clearing your browser cache

Need to make changes after sending

• When document is already send out you may have multiple options to make changes:
  • You can make a copy of the document to start from scratch, make necessary changes and resend the document.
  • You can delete the document if there are no signatures given.
  • You can void the document if there are signatures given.

Remember, Agrello is designed to make e-signing simple and efficient. If you encounter any issues not covered here or need further assistance, don't hesitate to reach out to our support team.

Happy e-signing!

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