How to Use ShareFile RightSignature Overview

There are two options in ShareFile to initiate a single document for signature:


Send for Signature

Sign Your Own Documents

Send For Signature

1) To send a ShareFile document for signature, start by right clicking on the document and select Send for Signature.

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2) You will be redirected to RightSignature with the document uploaded. Click Prepare Document.

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3) Next enter the name and email of each signer. When finished, click Next: Place Fields.

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4) On the next screen you will create the signer and annotation fields for the document’s recipients. Click Next: Review when finished.

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5) Finally, you can add or edit a customized name and message, add CC’s, and add an optional document passcode. Click Send Document when done.

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Sign Your Own Documents

1) To sign a ShareFile document, start by right clicking on the document and select Sign Yourself.

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2) You will be redirected to RightSignature with the document uploaded. Click Prepare Document.

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3) Select Add Signature under the Annotate section in the toolbar and drag the signature box onto the document where you wish to sign.

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4) You will immediately be prompted to sign the document:

  • Use your mouse or trackpad to create a handwritten signature.
  • Upload a saved signature
  • Use the Type-to-sign feature.

5) Click Apply when you are ready to submit your signature.

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6) You can also use the other annotation tools to add text and checkmarks to your document. When finished, click Next: Review.

7) You will then have the option to Save Document back to your ShareFile account and share with others.

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