How many documents do you send for signature to clients each year? If you have a large client list, you know that the process of obtaining signatures is often cumbersome and frustrating.
Whether you are sending contracts, engagement letters, policy applications or any other document that requires client signature, you probably spend significant time and money packaging and sending documents, keeping track of recipient lists, matching records upon return, and following up with anyone who does not return a document. In some cases, clients may even return documents without signing every field, requiring you to send documents back and forth multiple times. It’s a labor intensive approach to what should — and can — be a simple process.
There is an easier way!
An e-signature solution reduces the time it takes to get a signature — no mailing, printing or scanning needed. Signing documents electronically lets you bypass the problems of manually sending documents for signature. Recipients are more likely to respond quickly because signing is easy and takes very little time to complete.
Additionally, when properly executed, e-signatures are legally binding and carry the same validity and enforceability of pen-and-paper documents.
E-signature systems let you get a signature faster, cheaper and easier than faxing or mailing. Leave less room for error by keeping client files more organized. Save on printing, postage, labor cost and free up time to better serve your clients.
“We send engagement letters to clients each year. With ShareFile + RightSignature, I keep a list of letters in a ShareFile folder and as they get signed, move them into individual client folders. I have better control over the process and can easily follow up with those who haven’t signed the letters.”
-Meghan Godwin, Godwin & Associates, CPA
Get documents signed quickly, easily and professionally.
Citrix ShareFile + RightSignature provides a complete solution. By combining one of the easiest e-signature tools on the market with a top-of-the-line business file-sharing system, you create a seamless process for obtaining signatures and organizing and storing documents. Simply choose which files to send for signature from ShareFile. Once your recipient signs and submits the document, it is automatically saved back into the same folder in ShareFile.
Easy, secure file sharing from anywhere.
Citrix ShareFile is a file-sharing service that gives you a high level of control and security over data. With secure data transfer and storage, customized usage and branding solutions, awardwinning customer service, and mobile apps and tools, ShareFile allows you to easily access and share files from any device — anytime, anywhere.
Fast, simple and professional e-signature for your business.
RightSignature is the simplest, most efficient way to get your documents signed. Industry-leading technology comprised of world-class cloud infrastructure and a comprehensive set of highly refined features provides an elegant, intuitive user interface for both document senders and signers.
Send a document for signature.
When you activate RightSignature with ShareFile, you can select any document (RightSignature supports DOC, DOCX, and PDF documents and more) from ShareFile to “Get Signature,” and the file will open in the RightSignature interface. Specify signers and signature fields, type subject and message, and send from RightSignature.
Your recipient can sign the document online from any web browser or mobile device. Signers don’t need a ShareFile account to sign, just an email address and a web browser. And because the signature pad enables a realistic, wet-looking signature, the final document will look the same as if it was signed with pen and paper
Once the document is signed, you and the recipient receive an email confirmation, and the document is automatically saved back to your ShareFile account with “-signed.pdf” added to the file name.
“ShareFile is trusted by professionals in dozens of industries to securely share files that are too large or confidential to send by email. With our integration with RightSignature, we’re empowering users to obtain legally binding e-signatures on their most important documents. Our services are a natural fit for helping businesses of every size strengthen security, improve productivity and provide a better client experience.”
-Cat Allday, director of product management, ShareFile
Who can benefit from ShareFile + RightSignature?
ShareFile + RightSignature is a great solution for many businesses. Here are a few scenarios where e-signature can help:
Accounting: Your firm sends engagement letters and contracts to clients every year. Rather than print and mail documents, wait for replies, send reminders, receive replies, scan signed documents and save to client folders, you can send a document from ShareFile to your entire client list. Responses are automatically saved to the appropriate folder, making tracking a cinch.
Human resources: Your company has updated its policies and needs employees around the world to sign forms to acknowledge receipt of the policy. Pick the form in ShareFile, send to your employee list, and see every time a form is submitted with signature.
Real estate: Your buyer makes an offer on a house and the seller accepts it. Instead of scanning and emailing the document, then waiting for the buyer to print, sign, scan, and return it, simply choose the purchase agreement in ShareFile, send it to the buyer, and get the signature back quickly to lock in the offer.
Reduce postage costs, time and labor with a seamless e-signature and file-sharing solution. ShareFile + RightSignature makes it easy to send, receive, track and store signed documents, allowing you to eliminate cumbersome processes and stay organized. Get signatures faster, cheaper and easier — all while protecting confidential client information.
Save time and money — an easy solution for you and your clients.
Contact ShareFile at 1-855-872-4016 to learn more about how ShareFile + RightSignature can work for you.