Agrello Google Docs™ Add-on - Getting Started

Process Overview

To get started, follow these steps:

1. Install the Agrello Add-on from Google Workspace Marketplace.
2. Generate API Keys and Log In to the Add-on
3. Use the Add-on to Send Documents for Signing

We’ll assume the add-on is already installed in Google Docs and start with generating the API keys.

Step 1: Generate API Credentials in Agrello

To connect your Google Docs™ Add-on with Agrello, you need API credentials.

1. Access API Credentials in Agrellosome text
   1. Log in to your Agrello platform account.
   2. Open your Workspace Settings and navigate to the "API Credentials" tab.

2. Generate New Credentials
   1. Click the "Generate New Credentials" button.
      
      
3. Copy Your Credentials

1. Copy the Client ID and Client Secret displayed in the dialog box.
2. Important: The Client Secret will only appear once. Save it securely for future use.

You’re now ready to use these credentials to log in to the Google Docs Add-on.

Step 2: Open the Agrello Google Docs Add-on

1. Launch Google Docs™
   • Open a document in Google Docs.
2. Access the Agrello Add-on

• Click on the "Extensions" menu in the toolbar.
• Locate "Agrello Google Docs Add-on" and click "Open Agrello."

Alternatively, you can open the add-on from the Google Workspace sidebar on the right (look for Agrello logo).

Step 3: Log In to the Add-on

1. Enter Your API Credentialssome text
   • In the Agrello sidebar, input your Client ID and Client Secret in the respective fields.
2. Sign Insome text
   • Click the "Sign In" button to authenticate and connect the add-on to your workspace.

Once logged in, you’ll see options to send documents for signing.

Step 4: Send a Document for Signing

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1. Select a Folder
   • In the Agrello sidebar, click "Select folder…" to choose where the signed document will be saved in your workspace.
2. Add Signer Emails
   • Enter the email addresses of the recipients who need to sign the document.
   • Separate multiple email addresses with commas.
3. Choose the Output Format
   • Select the desired signature format:some text
     • PDF - Secure PAdES signature
     • ASIC - Digital signature container
     • EDOC - Latvian qualified e-signature
   • Optionally, enable "Send out immediately" if you want the document sent right away without storing it as a draft.
4. Send the Document
   • Click "Send for Signing" to send your document for e-signatures.

You can now monitor the signing process via the Agrello platform.

Step 5: Log Out (Optional)

If you need to log out of the Agrello Add-on:

1. Go to the Settings Tab
   • In the Agrello sidebar, click on the "Settings" tab.
2. Log Out
   • Click the "Logout" button under the "Current Workspace" section.

This ensures your account is disconnected, especially if using a shared device.

Conclusion

You’ve successfully set up and used the Agrello Google Docs Add-on to send a document for e-signing! With this powerful tool, you can streamline your document workflows directly within Google Docs.

Happy signing! 😊

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