ShareFile RightSignature Integration

Overview: How it Works

Once your ShareFile account is linked to a RightSignature account, you can send files stored in your ShareFile account for electronic signature.

Supported document types include:

  • PDF
  • Microsoft Word documents
  • Plain text files


Send for Signature

In ShareFile, right-click on a file and select one of the Signing Options.

You may also access signature options from the Content Viewer action pane. To do so, click the file to open the viewer, then click e-Signature.

This will open the document in RightSignature.

Click here for instructions on how to customize your document on RightSignature.

After sending the document via RightSignature, the RightSignature icon shown below will appear to the right of the Creator column.

Clicking on this icon will reveal the status of that document. If the document has yet to be signed, its status will be Pending.

Once the signed document is completed, the status will be recorded as Signed. A signed copy of your file will also be uploaded back to ShareFile.

To see the completed document in RightSignature, click View.

ShareFile Desktop and RightSignature

Once you have linked your ShareFile and RightSignature accounts, you can send supported file types from the ShareFile Desktop app. To do so, right-click the file and select the Send for Signature option. This will launch the signature workflow in your default web browser where you can add fields, recipients, and send the message. (This feature requires ShareFile Desktop 1.12 or later.)

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The PXE service is not running on the PVS server

To resolve this issue:

1. Launch the Services console: Click **Start** and then type **Services**.

2. Verify the PXE service is present, restart the service, and check the Event Log for any errors: From the Services console, right-click **Citrix PVS PXE Service** and select **Start**.

Note: If you are not using PXE booting with Provisioning Services, click **Hide Alert** to prevent this alert from appearing. You can show this alert again by clicking **Site Options > Show Hidden Alerts**. For more information, see Manage Smart Check alerts and notifications in the product documentation

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Create a ShareFile Form Template

Forms are now created as part of Workflow creation. ​Click New Workflow from the Custom Workflows dashboard to get started.

Customize a Workflow


Provide your Workflow with a descriptive Title and select a location in your ShareFile account where you want the Workflow to be stored.

Form Creation

Clicking on “Start building” will provide the user with the Trigger option. Here the user needs to select “A form is completed” option to get the Form Set Up option.

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Clicking on “Set Up Form” will provide the user with two options, one to create a new form and the other to Start from an existing form which is present in another workflow.

Selecting “Create a new form” and clicking on Continue will provide the user with Form Builder view which consists of Header and Pages


Customize Form Header

Click Edit in the Header section to add a Description to your form. You may also customize the branding of your form if needed.

Clicking on Add Field will provide the user with customizing the fields they wish to add to the form


Customize Form Fields


You can add multiple fields (questions) to your form. Click on the Questions box to customize your form –


You can designate a specific field as a Required field, or add help text or a description to assist your recipient in completing the form. Different field types may include additional field-specific options.

When you’re finished creating your form, click Next: Manage Settings. Review the settings for your form and click Enable Form to save your changes. You may now add your new form to a Workflow Template.

Kindly refer to the Manage Access section in this article for more steps on how to manage settings on your workflow – https://support.citrix.com/article/CTX223299


Note –

If a user Disables the workflow, then all the associated in-progress forms get greyed out with an error symbol being displayed next to them and their status gets updated from “Draft” to “Not Available”

Forms associated with Disabled workflows will no longer be displayed under “All Forms” tab until they are Enabled again. If a user enables a disabled form then all the associated in-progress forms get updated to “Draft” state from “Not Available” state. User will be able to Submit all the in-progress forms.

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RightSignature Admin – How to Force Complete a Document

Documents with multiple signers which at least one party has already signed can be force-completed. This will remove any pending signers, add them to the CC list, and complete the document with existing signatures.

The request must come from the document sender. Expired documents cannot be Force Completed. Documents, where no parties have signed yet, cannot be Force Completed, these can be Trashed instead.

  1. Obtain the Document Reference Number.

  2. In RS3 Admin, click Documents.

  3. Enter the Document Reference Number in the search box and click Search.

    RS3 Admin Document Search

  4. Click on the Document Reference Number from the search results.

  5. Towards the bottom of the page, you will find the button to Force Complete.

    Force Complete button

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Home page buttons and Schedule report buttons not working

I need a solution

hi there,

i have a ridiculous issue, when i’m clicking the home page buttons I mean offline or disabled .. and when i’m clicking the create new schedule report button (add or edit)

its giving not responsible. 

I created case but symantec not found any solution yet. (1month) 28264126

Do you have any suggestion?

ty

0

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Citrix Files Drive Unavailable

Reconnect the Drive

1. Click the Citrix Files menu bar icon

2. Click Reconnect


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Relaunch the App

You may need to relaunch Citrix Files app in case the app experiences an issue with mounting

1. Close any files that may be open in Citrix Files

(Ex: You have opened a Word document in Citrix Files)

2. Click on the Citrix Files menu bar icon

3. Click on (…)

4. Select Quit

5. Open Citrix Files app in your Applications folder


Reinstall Citrix Files

Citrix Files installs a kernel extension or kext to mount the drive.

1. Click the Citrix Files menu bar icon

2. Click on (…)

3. Select Preferences

4. Click Uninstall and confirm

5. Download and install Citrix Files again

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The management console is unavailable because a root certificate is missing

Work Around

HKLMSOFTWAREPoliciesMicrosoftSystemCertificatesAuthRootDisableRootAutoUpdate

-Change value from 1 to 0

-Storefront console starts without any error

Solution


Make sure that the below policy is not enabled or does not apply to the StoreFront servers:

Please check the below policy at your AD level:

Administrative Templates > double-click System > double-click Internet Communication Management, and then click Internet Communication settings.

  • Double-click Turn off Automatic Root Certificates Update
  • click Disabled
  • click OK

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CWC- Citrix Analytics & content collaboration service missing

If the Customer / Partner has the ability to resell Content Collaboration, which means this customer / Partner will not immediately see the “Manage” button. The Partner must resell Content Collaboration, which they can give it to their own account. To accomplish this they must do the following:

1. Click the Resell Content Collaboration button

2. Under the licenses that they have available, they need to click “Assign to Existing Account”

3. On this next screen they can use the existing account created for them, or if they link the licenses to a different account that they own.

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7023274: UNIX Agent fills disk partition



Complete the following steps to install this hotfix.

NOTE:

This hotfix is not applicable on AIX, HP-UX, SunOS systems.

1. Click Patch > Patch Manager.

2. Click Load Patch to add the p751p102 patch to the list of available patches.

3. Select the computers on which you want to apply the patch.

4. Select the patch.

5. Click Start Install.

6. Click Back to close the Patch Manager.

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