First Steps in Agrello

You've just logged in to Agrello. Let's get you oriented so you can start working with documents right away.

Your Home Screen

When you log in first time, this is what you see:

The interface has two main areas:

Left sidebar is your navigation:

• Your workspace (named after your company) contains all your folders. Create as many as you need - by client, project, or document type.
• Inbox is where documents from others appear. It has three sections: Invitations, Waiting for my signature, and All documents.
• My account is where you manage your profile and settings.

Main area shows what's inside your currently selected folder. Right now it's empty and ready for your first document.

Upload Your First Document

The screen is already inviting you to get started. Click the Upload Document button, or drag a file directly into the main area. Agrello accepts PDF, Word, and Excel files.

Once uploaded, Agrello opens your document right away:

You see the document preview and the status bar at the top: Draft → Preparing for signing → In signing → Signed. Click Continue when you're ready to move forward.

That's your first step done.

Next: Send Your Document for Signing

Now that you have a document uploaded, you're ready to send it for signatures. The full walkthrough is in our next guide:

Creating and Sending Documents for Signature

You'll learn how to add signers, place signature fields, and send the document - all in about two minutes.

Need help? Reach us at support@agrello.com