Creating and Sending Documents for Signature in Agrello

Once your Agrello account is set up, creating and sending documents for signature becomes an efficient, streamlined process. Whether you're working with contracts, agreements, or any business document requiring signatures, Agrello's intuitive interface makes document preparation and distribution straightforward.

Document Preparation Workflow

The document creation process in Agrello follows a logical sequence designed to ensure accuracy and legal compliance. Start by logging into your workspace and navigating to the appropriate folder where your document will be stored. Organization is key to maintaining efficient document management as your business grows.

You can either select an existing document from your workspace or upload a new document directly from your computer. Agrello supports various file formats, giving you flexibility in how you create and manage your business documents.

Once your document is ready, click the "Prepare for signing" button to begin the signature preparation process. This action opens Agrello's document preparation interface, where you'll configure all aspects of the signing workflow.

Output Format Selection

Agrello offers two primary output formats to accommodate different business needs and technical requirements:

PDF Format is the most commonly used option, creating documents that are universally accessible through any PDF reader. This format is ideal for standard contracts, agreements, and business documents where broad compatibility is essential.

ASIC Container Format provides advanced capabilities for organizations requiring digital signatures across multiple file types. This format is particularly valuable for businesses handling complex document packages or requiring enhanced security features for regulatory compliance.

The choice between formats depends on your specific business requirements, recipient capabilities, and any industry-specific compliance needs your organization must meet.

Adding Signers and Managing Workflow

Email-based signer management forms the foundation of Agrello's signing workflow. In the top-left text field, enter the email addresses of all parties who need to sign the document. You can add multiple signers and configure the signing sequence based on your business process requirements.

Agrello automatically generates personalized email invitations for each signer, including secure access links and any custom messaging you choose to include. This automated approach eliminates manual coordination while maintaining professional communication standards.

For complex agreements involving multiple parties, you can configure signing sequences to ensure documents are reviewed and signed in the correct order. This capability is essential for workflows requiring specific approval hierarchies or legal review processes.

Signature Field Placement Strategy

PDF documents require manual signature field placement, giving you precise control over where signatures appear on each page. Using Agrello's drag-and-drop interface, position signature field boxes exactly where each party should sign.

Consider the visual layout and legal requirements when placing signature fields. Ensure adequate space for signatures, position fields near relevant clauses or sections, and maintain professional document appearance. Well-placed signature fields improve the signing experience and reduce confusion for document recipients.

ASIC container documents simplify this process by eliminating the need for manual field placement. Simply add signer email addresses, and the system handles signature attachment automatically. This approach works well for documents where signature positioning is less critical.

Customizing the Signing Experience

Before sending your document, add a personalized message to the email invitation. This custom note provides context for signers, explains the document's purpose, and includes any specific instructions or deadlines.

Effective invitation messages improve response rates and reduce questions from signers. Include information about the document type, signing deadline, and who to contact with questions. Professional, clear communication reflects well on your organization and facilitates smooth signing workflows.

The Signing Process Experience

When recipients receive their Agrello signing invitation, they can access the document immediately through a secure, browser-based interface. No software downloads or account creation are required, removing barriers to completion.

Document review capabilities allow signers to thoroughly examine the agreement before signing. The interface provides zoom functionality, page navigation, and clear highlighting of signature requirements. This transparency builds confidence and ensures informed consent.

The signature creation process accommodates various authentication methods based on your organization's security requirements. Options include typed signatures, drawn signatures, and advanced digital identity verification through Mobile-ID, Smart-ID, or other certified authentication services.

Managing Document Security and Compliance

Throughout the signing process, Agrello maintains detailed audit trails documenting every interaction with the document. These records include access times, signature timestamps, IP addresses, and authentication methods used by each party.

Tamper-evident technology ensures document integrity from creation through final execution. Any attempts to modify the document after signing are detected and recorded, providing legal protection and compliance assurance.

Upon completion, all parties receive signed copies automatically, eliminating the need for manual distribution. Documents are securely stored in your Agrello workspace with full search and retrieval capabilities for future reference.

Troubleshooting Common Challenges

Email delivery issues occasionally occur due to spam filters or corporate email security settings. If signers report not receiving invitations, check spam folders first, then consider using alternative email addresses or contacting IT administrators about email filtering policies.

Browser compatibility problems can sometimes affect the signing experience. Agrello works with all modern browsers, but clearing browser cache or switching to an updated browser typically resolves any display or functionality issues.

Authentication challenges may arise with advanced signing methods requiring specific mobile apps or digital certificates. Provide clear instructions for downloading required apps or contact Agrello support for guidance on alternative authentication options.

Optimizing Your Document Workflows

As you become more comfortable with Agrello's document creation process, consider implementing template-based workflows for frequently used document types. Templates reduce preparation time, ensure consistency, and minimize errors in routine document processing.

Integration opportunities with existing business systems can further streamline your document workflows. Agrello connects with popular business tools, enabling automated document generation and seamless data synchronization across your technology stack.

Your document creation and signing processes are now optimized for efficiency, security, and professional presentation. Each completed signing workflow strengthens your organization's digital transformation and improves stakeholder experience through modern, reliable document management.