3 Steps to signed: How to get a signature from ShareFile

Why just store documents when you can have them authenticated with e-signatures at the same time? Using ShareFile in partnership with RightSignature eliminates the hassle of printed paperwork and tracking people down for signatures. Instead, you have a secure, speedy method to send documents for signature straight from ShareFile without ever having to touch a pen. It’s as easy as 1, 2, 3:

Select Your File

Log into your ShareFile account from any browser and select  the document you need to get signed. Right click on the document and select Send for Signature.

get signatures from sharefile

Prepare Your Document

Your document will automatically be uploaded to RightSignature. Click Prepare Document. You’ll enter the name and email addresses of your recipients. Once you’re done, click Next: Place Fields. On this screen, you’ll place all the fields you need filled in. Add signatures, dates, and other annotations as needed. When you’re finished, click Next: Review. Finally, you can add or edit a customized name and message, add CCs, or passcode your document.

get signatures from sharefile

Send for signature

Click Send Document, and you’re done! Sit back and wait – once the document is signed by all parties, it will automatically return to the ShareFile folder it was sent from.

get signatures from sharefile

Ready to streamline your signature process?

Log in to ShareFile and start signing now.

For more information, or to find out if e-signatures are enabled on your account, schedule a quick chat today!

 

About the Author

A southern transplant from New England, Rebecca Bungert has been with Citrix since 2016. She has a passion for improving the customer experience, canines of all shapes and sizes, and the Oxford comma.