Actionlist / Esign - Setup new employees for sending documents to sign

As your team increases the use of Actionlist Esign, Use the steps below to add more employees to send contracts to the customers to sign. Below are the checklist items that must be completed to enable a new employee.

Instructions to complete three steps.

1. 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

   1. Navigate to AGRIS>SystemSecurity>

      Open

      

       

2. AGRIS Security 

   1. End users that use Actionlist / Esign AGRIS user must have an email address associated with their AGRIS login/user

   Open

   

    

   1. User Security settings

      1. Commodity - Contract Maintenance must be a 5 for Edit ability

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   2. AttachToo Security - Purchase Contracts and Sales Contracts need to be set to a 3 for Process

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3. The company esign administrator will need to log into the esign portal to set up a new employee. https://apps.esignlive.com/login

   1. Navigate to Admin>Senders

   2. Enter each email address that is associated with the AGRIS User Email address

   3. Once complete the users will receive an email that needs to be accepted to enable the employee.

4. Employee’s ACTION TO COMPLETE

   1. Accept the invite

   2. 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”.

   3.  

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