E-Signature Software for Client Work

Move documents from request to signature without leaving ShareFile software. ShareFile e-signature lets clients, vendors and internal teams securely sign and return documents in one connected workflow.

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Signature Request Workflows
Without the Tool Sprawl

Progress^® ShareFile^® software brings e-signature software into one system, with customizable, repeatable templates, multi-party signing and records for tracking.

Built for the Way Document Workflows Actually Work

E-signature software is built into the document lifecycle from start to finish.

Digital document signing directly in ShareFile software, with signature requests sent from Outlook and recipient data pulled from your CRM
Automatic routing of completed documents back to the appropriate folder with real-time signature status tracking
Built-in e-signature requests for automated workflows, like client onboarding, without adding manual steps

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Simple Signing That Works with Clients, Not Against Them

Recipients view and sign documents inside ShareFile software. No account required. No app to download. Just a straightforward signing experience.

Secure signing from any browser or device through your branded ShareFile experience
Pre-filled fields and guided signing help reduce errors and incomplete submissions
Handwritten signature uploads give signers the flexibility to use their preferred signature

Powerful Tools That Handle Complex Signing Scenarios

Whether you’re requesting one signature or managing a multi-party agreement, ShareFile software handles the complexity, so you don’t have to.

Request e-signatures from multiple recipients with a single send
Set reminders and expiration dates to keep work moving
Create custom templates for engagement letters, NDAs, renewals, forms and disclosures to build and reuse signing workflows

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Security and Identity Verification, Built In

ShareFile security provides layered identity verification and access controls, so you always know who signed, when and under what conditions.

Verify signer identity for high-value U.S. agreements with Knowledge-Based Authentication (KBA), included at no extra cost on Premium plans and above
Protect e-signature links with passcodes so only intended recipients can access documents and set expiration dates to prevent stale document flows
Capture a complete signing log with timestamps, IP addresses, email verification and signature methods

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Get eIDAS Advanced Electronic Signature Support

Support eIDAS-supported Advanced Electronic Signatures (AES) and Qualified Electronic Signatures (QES) for organizations in the EU and UK
Enable high-assurance signing for documents where stronger signature validation and document integrity are critical
Simplify cross-border business with trusted digital signing for contracts, approvals and other documents

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Digital Document Signing

Feature	Other E-signature tools	ShareFile E-signature
Signature volume	Capped or metered	Unlimited on qualifying plans*
Identity verification	Paid add-on	KBA included; eIDAS support available*
Client workflow integration	Limited or external	Built into ShareFile document workflows

*Capabilities and limits may vary by ShareFile plan and region

Built for High-Stakes Client Work Across Industries

Whether you're managing financial documents, legal matters, construction projects or client engagements, ShareFile software helps teams securely collect information, coordinate approvals and keep work moving through connected client workflows.

Accounting

Collect tax documents, financial statements and supporting records through secure document requests. Automate follow-ups, track submissions and gather signatures without relying on email or manual reminders.

Legal

Exchange sensitive documents through secure client portals with permission-based access controls. Manage case files, collect signatures and maintain audit trails across client interactions.

Financial Services

Streamline onboarding, account servicing and compliance-related workflows with secure document collection, approvals and governed file sharing. Maintain visibility into client activity while supporting the secure handling of confidential information.

Construction

Coordinate project documentation, contracts, permits, change orders and approvals across clients, subcontractors and stakeholders. Keep files organized and accessible while managing who can view, upload or modify information.

Signature Collection That Fits into Your Existing Workflow

ShareFile software can connect e-signature to the tools your team already uses.

Microsoft 365

Prepare and send documents for signature directly from Outlook

SalesForce

Trigger e-signature requests as part of automated onboarding and lead management workflows

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20+ Years as a
Trusted Leader
in Collaboration

“ShareFile’s e-signature feature has significantly streamlined the amount of time it takes to get contracts, change orders and other documents signed and returned from multiple parties"
Mark Dillon President, Eggemeyer Associates Architects Read Case Study

“The integrated e-signature in ShareFile has saved us at least 1,000 hours a year.”
Craig Jeffery Managing Partner, Strategic Treasurer

FAQs

Can I Send Documents to Multiple Signers?

Yes. ShareFile software supports multi-party signing, including sequential and parallel signing orders. You can also add recipients as CC/view-only or use Sign in Person.

Stop Waiting on Signatures.
Start Moving Work Forward.

Experience a complete e-signature software solution without leaving your workflow. Securely collect signatures, stay organized and collaborate confidently with anyone, anywhere.

Get Started

E-Signature Software for Client Work

Signature Request Workflows
Without the Tool Sprawl

Built for the Way Document Workflows Actually Work

Simple Signing That Works with Clients, Not Against Them

Powerful Tools That Handle Complex Signing Scenarios

Security and Identity Verification, Built In

Get eIDAS Advanced Electronic Signature Support

Digital Document Signing