First steps in Agrello

Why Choose Agrello?

Agrello brings several key benefits to your document workflows:

• Keep it simple: Our user-friendly interface gets you up and running quickly.
• Save time: Cut down on manual document handling by up to 60%.
• Work flexibly: Access and manage your documents from anywhere, anytime.
• Stay cost-effective: Access powerful features without breaking the bank.
• Ensure compliance: Meet e-signing regulations without the headache.

Let's walk through the basics of Agrello, so you can start improving your document processes today.

Key Features at Your Fingertips

Agrello offers practical features to streamline your document processes:

• E-Signatures: Create legally binding signatures that comply with eIDAS, UETA, and ESIGN Act. Read more about e-signing from our e-signature guide.
• Document Templates: Save time by reusing templates for common documents. Read about templates.
• Team Collaboration: Share and work on documents with your team effortlessly. Read about team features.
• Bulk Creation: Send multiple documents for signing at once. Read about bulk creation.
• Smart Integration: Connect seamlessly with tools like Excel for efficient data management.
• Audit Trail: Keep track of all document activities for peace of mind.

These features work together to help you save time, reduce errors, and improve your overall document management.

Your First E-Signature with Agrello

Let's create and send your first document for signature:

1. Upload your document: After logging in, click "Upload document" in your chosen folder.
2. Prepare for signing: Click "Prepare for signing" and select your preferred output format (PDF or ASIC container).
3. Add signers: Enter the email addresses of your signers in the top-left text field.
4. Add signature fields: Drag signature field boxes to where you want signatures on your document.
5. Send for signing: Click "Send for signing" and add a custom note to the email invite if you'd like.

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That's all there is to it. Your document is now on its way to being signed.

Next Steps

Ready to learn more about Agrello? Here are some resources to help you get the most out of your e-signing experience:

• Setting Up Your Agrello Account: A Step-by-Step Guide
• Mastering E-Signatures: Sending and Signing Documents
• Collaborating with Your Team in Agrello
• Managing documents and folders
• Agrello Templates: Streamline Your Document Creation

Need a hand? Our support team is here to help. Contact Agrello Support

Ready to Transform Your Document Workflows?

You're now equipped to start modernizing your document processes with Agrello. By embracing digital signatures and smart document management, you're setting your business up for greater efficiency, lower costs, and improved compliance.

Remember, Agrello is designed to adapt to your needs as your business grows. As you get comfortable with the basics, feel free to explore our more advanced features to further streamline your processes.

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