Note: To follow the steps below, you must have a Windows 2012 domain controller. There may be slight differences in the 2008/2003 environments of the domain controller.
1. Log in to the domain controller and open the Active Directory Users and Computers window.
2. On the Active Directory console tree, right-click on your domain to create a newOrganizational Unit (for example, ShareConnect) and add computers you want to install ShareConnect to this organizational unit.
3. Open Group Policy Management window to create a new Group Policy Object (for example, Windows SSO) for the Organizational Unit that you’ve created above.
4. Right-click on the Group Policy object created and select Edit to modify its properties.
5. In the Group Policy Management Editor window, go to Computer configuration >Policies > WindowsSettings > Scripts in the console tree.
6. Click on the Properties link under Startup script to open the Startup Properties windows.
Note: You can also right-click on Startup script to open the Startup Properties window.
7. Click on the Add button to open the Add Script window. In the Script Name field enter the script path created here.
Leave the Script Parameters field empty.
8. Right-click on the organizational unit created and select Group Policy Update.
This will update the group policy settings of the computers in the domain. If this fails, open the command prompt on your client computer and run ‘gpudate /force’.
9. When the user reboots their computer and logs in using their domain credentials, ShareConnect will be installed.
From the team dashboard, users can add and manage users.
To add a team user
1. Click Add Users from the left navigation under Manage Team Account.
2. All licensed users will be listed in this menu. Click the checkbox beside a user and click the Invite User button.
3. Team users will receive an email notification informing them that they have been added to the team account. They must click on the link in that email to activate their ShareConnect account.
To delete a team user
1. From the left navigation, click Manage Users.
2. In the right window, you can see a list of users associated with the team.
3. Select the checkbox of the user you want to delete and click Remove user.
By clicking on the Manage Users menu item on the left navigation, administrators can see the following:
- User details – name, email, the number of computers they’ve installed ShareConnect on and the last time they logged in to use ShareConnect.
- Delete users
- Search for users
From the main Computers menu, click the … icon beside the computer name and select the Rename option.
Enter the new name and hit Enter to save it.
Note: Changes to a computer name are only visible to the user making the change. If User A has shared a computer with User B, and User B uses the Rename function, only User B will see the new computer name.
If you have integrated your ShareFile account with an ADFS service, complete the following steps after updating your ShareFile Subdomain.
1. Update the ShareFile account with desired subdomain.
2. Remote to ADFS host.
3. Launch AD FS Management.
4. Expand ‘Trust Relationships’.
5. Select ‘Relying Party Trusts’
6. Right click on the trust associated with your old subdomain (In this example my old subdomain was “jonnyleegiard”), click ‘Properties’.
7. Type in new subdomain’s /saml/metadata URL. In this example, my new primary subdomain is “jonnyleechanged”. Click ‘Apply’, then ‘Ok’.
- It’s worth noting, if there is a logout URL/endpoint configured for ADFS, you will want to leave ‘Automatically update relying party’ deselected. If this is selected when you update from federation metadata, your configured logout endpoint will be wiped and you will have to recreate it. If you’re going through this process of manually updating an ADFS trust, it’s likely this is already deselected.
8. Right click on the same trust. Click ‘Update from federation metadata’.
9. Click ‘Update’.
10. If successful, you should be able to see that the endpoints for the trust have updated to reflect your new subdomain. Right click on the trust you just updated, click ‘Properties’, then ‘Endpoints’.
You can also update the ‘Identifiers’ manually if you’d like by clicking on the ‘Identifiers’ tab, then update the ‘Display name:’ field. Also, select the ‘Relying party identifier’ for your old subdomain, click ‘Remove’, update with the new subdomain field, then click ‘Add’.
How do I create a required field?
After placing a form field onto your document in the Document Overlay screen, double-click the field to open the Basic Options menu. You can then designate the field as required or optional. A Signer will not be able to submit the document until all of the required fields have been filled out.
How do I assign a field to a particular Signer?
If you have assigned multiple Signers to a single RightSignature document, you can designate which signer needs to fill out each individual form field.
After placing a form field onto your document in the Document Overlay screen, double-click the field to open the Basic Options menu. You can then use the drop-down menu to assign the appropriate Signer to the form field.
How do I assign a Component Reference Name to a field?
After placing a form field onto your document in the Document Overlay screen, double-click the field and select the Extras menu. You can then designate a Component Reference Name that will be used to label the field when exporting the data collected in signed documents.
How do I create a drop-down menu using acceptable values?
To create a drop-down menu on your RightSignature document, create a new document and progress to the Document Overlay screen. Select the Text icon from the Tools menu and drag and drop, or draw, the text field onto your document. Next, double-click the field and select the Extras tab.
Under Acceptable values list, type the drop-down options you wish to make available, separating each with a comma. For example, typing “Sole Proprietorship, Partnership, LLC” would create a drop-down menu with these three business types as options. Once finished, click Save. When signing the document, the text field will appear to the signer as a drop-down menu.
As a signer, you are not able to complete and submit a document until you have filled in all of the information required by the sender. RightSignature has tools to help you detect where the remaining to-do’s are.
At the top of the document, a countdown feature shows the number of tasks completed and the number of tasks left to do. The red count (to do) has to be at 0 in order to submit the document. At this point the percentage meter will read 100% complete.
Red flags appear next to all required fields, and gray flags appear next to all optional fields which may or may not be pertinent to you.
The NaviGuide™ is a red arrow that moves along the left side of the document in real time to direct you to the next required field. You may click the NaviGuide™ to move to the next field you are required to complete.
The RightTrack™ feature on the right side of the screen provides a visual image of the document with the incomplete pages shown in red. When a page is complete the bar turns green.
Where do I sign the document?
Sign the document in the signature pad at the bottom left-hand corner of your browser. Sign your name by placing the mouse cursor inside the signature pad, clicking and holding your mouse or trackpad, and creating your signature.
You may sign in a larger, full-screen signature pad by clicking the Fullscreen button in the upper right-hand corner of the signature pad at the bottom of your screen.
Your online signature does not need to look identical to your pen signature. It is still legally valid.
How do I change my signature?
While you are signing a document, you may sign several times until you create a signature you like. Online, to clear your signature and try again, click the “Retry” icon in the signature box. On an iPhone, shake the phone to clear your signature.
Once you have submitted your signature on a document, it cannot be changed or deleted, just as if you had signed a paper document. This is a security measure to maintain the integrity of executed contracts.
Note that your signature on one document is not stored for future signings. The signature you submit is only applied to the document you signed. Each time you sign a document, you will have an opportunity to make a new signature.
As the document Sender, you can request to have a Signer upload files when executing a document. When creating a document Overlay, the Attachment component is represented by a paperclip icon in the Tools menu. To add an Attachment component to the document, click the paperclip icon and drag it onto the document or draw a custom-sized box over the document. Like any form field, you will be able to assign the Attachment field to the appropriate Signer and also designate the field as either Required or Optional.
If you’d like to provide specific instructions to the Signer about what file to upload, double-click the field and select the Extras tab, then enter Signer Guidance Help Text, which will appear to the Signer as a tooltip under the Attachment button.
When filling out the document, the Signer will be able to click the Attach File button and use the browse button to upload a file. Attachments are limited to 10 MB in size, and must be one of the following filetypes: .jpg, .png, .gif, .txt, .doc, .docx, .pdf, .rtf, .xls.
Once the document is executed, the attachment will be stored in the Document Details screen, where all document parties will be able to access and download the attachment.
Please note the Request Attachments feature is only available for RightSignature accounts at the Business and Enterprise level. If you are on a Personal plan and would like to explore the Request Attachment feature, please contact our support team at firstname.lastname@example.org.
To share a document with a new party, first select the document from the Documents page.
Click the Share button, or click Manage from under the Overview tab.
Next, click Add Someone.
Finally, type in the new party’s email address and click Add. The new party will receive an email with a link to view and then download the document.
To get a document signed in person, first click Start Document and select Sign in Person.
Select a Template or upload a document from your computer or an external application.
On the next step, you will enter the name of each in-person signer. You also have the option to enter the signer’s email address should you wish the signer to receive a PDF copy of the completed document. Click Next: Place Fields when finished.
On the next page, add the form fields for each signer. Click Next: Review when finished, and Send Document, on the following page, when the document is ready for delivery. You will then be brought to the document details screen where you can click the sign button next to the signer’s name.
The signing screen will then appear for the signer to fill in and complete the document.