How to finalize template on Agrello platform and add signature fields
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Once you have created a template using Microsoft Word and uploaded it to the Agrello platform, you need to add signature fields to the template as well.
To upload a new template, click on Create new button and choose Template.
After the upload, template view is opened. You can add signature fields or Text fields by pressing either of the green buttons.
Signature field is a blue rectangular box that marks the spot where signatures will appear after signing the document. You can drag it to the correct place and press green button "Save field". You can delete the field by clicking the bin icon next to the rectangle.
Text fields are white rectangular boxes that you can drag around and later will with text. Press "Save field" when you are done with it. You can delete the field by clicking the bin icon next to the rectangle.
Now your template is ready for use - press "USE TEMPLATE" button on the right corner to create a document from it.
Agrello converts Docx files to PDF files when creating a template. When you add signature fields, you actually modify the PDF file already and create a placeholder where the signature comes once the user signs the document.
