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Contact your AGRIS System Administrator to ensure each employee that will be approving documents for customers and vendors to sign has a valid email address configured
Navigate to AGRIS>SystemSecurity>
Confirm the user’s email is configured and the same as what you plan to use in step #2 below.
AGRIS Security
End users that use Actionlist / Esign AGRIS user must have an email address associated with their AGRIS login/user
User Security settings
Commodity - Contract Maintenance must be a 5 for Edit ability
AttachToo Security - Purchase Contracts and Sales Contracts need to be stet set to a 3 for Process
The company esign administrator will need to log into the esign portal to set up a new employee. https://apps.esignlive.com/login
Navigate to Admin>Senders
Enter each email address that is associated with the AGRIS User Email address
Once complete the users will receive an email that needs to be accepted to enable the employee.
Employee’s ACTION TO COMPLETE
Accept the invite
Update your profile by navigating in the top right corner of the web site to “My Account” to ensure the requests sent to customers will look as professional. Without doing this step it will look “unfinished”.
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