RightSignature 4: Sending a Document for Signature

There are three ways to begin preparing a document for signature in RightSignature 4:

  • From the RightSignature 4 Dashboard, click “Start Document” and select “Send for Signature.”
  • From the ShareFile Dashboard of an account with RightSignature 4 enabled, click “Share Files” and select “Send for Signature”.
  • From a ShareFile folder, right click the document you wish to send for signature and select “Send for Signature”.

Any of these options will bring you to the document sending page. If you selected a document to send, it will automatically be converted into a PDF file to serve as the background for your form. If you did not choose an existing document, you will need to select one using the available options before continuing.

After confirming the document has been uploaded, click “Prepare Document”. You will now be prompted to select the Signer or Signers of this document. For each person who needs to sign this particular document, enter their name and the email address you want this document to be sent to. Be sure to enter each signer’s name and email correctly – once the document is sent, they cannot be changed and the document will have to be recreated. Additionally, if multiple Signers are added to the document, the option to Set Signer Order will appear in the upper right corner of the screen. If enabled, this will send the document to each signer in turn, as listed on this page, rather than sending the document to all Signers at once.

Once all Signers are added to the form, select “Next: Place Fields”. You will be directed to a copy of the form where you can place all necessary fields for the customer to complete. When sending a document, each area you want the customer to fill in information will need to have an appropriate field added. The following fields are available:

  • Signature Field: This field prompts a user to sign the document at the selected location. Most documents will want to include at least one of these.
  • Text Field: This field prompts the user to enter text of any kind at the selected location. By default, all text is displayed on a single line, but it can be toggled to multiline display.
  • Date Field: This field prompts the user to enter a date at the selected location. By default, the date will be displayed in a MM/DD/YYYY format; this can be changed to DD/MM/YYYY in the field’s options.
  • Checkbox: This field allows the user to place a check mark on the form.
  • Checkbox Group: This field creates a checkbox group. Checkboxes can be added to the group by selecting “Add To Group”. By default, a user can select only one checkbox from the group, but the user can instead be required to select one or more option from the group.
  • Initials Field: Similar to a signature field, this field prompts the user to sign their initials at that location.
  • Select Box: The Select Box creates a dropdown menu from which the user is prompted to select a single option. This is useful if the user must choose from a list of options.
  • Attachment: This field prompts the user to attach a file to be returned with the signed document.
  • Collect Payment: This field allows you to collect payment information from users, or to charge them a fixed amount once the form is signed, via our Stripe integration. Consult the following article for more information: https://support.citrix.com/article/CTX227763

Click on the document to place a Field, then drag to adjust it to fit. Double click on the Field to display an options menu where the Field’s properties can be adjusted. This allows you to decide whether a field is required or optional, whether the Field should be highlighted during the signing process, and if working on a document with multiple Signers, which Signer should complete that field.

If you’ve sent a similar document before, you can use the “Import Overlay” option to copy all Fields from an old document onto this one instead of having to manually replace every single Field.

Note: You cannot change the underlying document from this screen.

Once all Fields are placed and configured correctly, click “Next: Review”. From this screen, you will be able to change any document-wide settings before sending. Settings include:

  • Name: The name of the document that the customer will receive.
  • Recipients: Who will receive the document. Signers cannot be changed at this step, but additional recipients can be CC’d to the document email if desired.
  • Message: The body of the message that will be sent to the recipient(s) of the document.
  • Expiration Date: How long the recipient(s) have to sign the document before it’s automatically voided.
  • Passcode: Whether or not the document is passcode-protected. If enabled, a four-digit PIN will be generated that the recipient(s) will need to access the document. This PIN must be sent to the signer(s) manually.
  • Add Tag: This allows you to add tags to the document for easy access and sorting in the future.

Once all options are configured, hit “Send Document”. A link to the document will be sent directly to the recipient(s). Signers will be immediately prompted to sign the document, and do not need to create or log into a RightSignature account to do so.

Related:

Adding a ShareFile Client Portal to your Website

Are you using ShareFile as a client or partner portal? If so, you can insert a link on your website to direct customers to log in to ShareFile!

To help you get started, we’ve created some example HTML code that you could easily incorporate into a website or webpage.

Note: ShareFile Support does not provide additional code or coding advice beyond the provided samples.

Sample Code Instructions Outcome

<a href=”https://subdomain.ShareFile.com” target=”_Blank”> Click here to sign in to ShareFile! </a>
Simply replace the highlighted section with your own account subdomain, and the text in green with whatever content you wish.

Using the basic template will place the hyperlink on your webpage.

Click here to sign in to ShareFile!

<a href=”https://subdomain.ShareFile.com” target=”_blank”>Login to ShareFile</a>
Replace the highlighted section with your own account subdomain, and the text in green with whatever content you wish.

Using the basic template will place a small graphical button on your website that, when clicked, directs users to your ShareFile account login screen.

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Related:

RightSignature Document Overlay

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.

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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.

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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.

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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.

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Signer Support

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.

Completion Bar

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.

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Flags

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.

NaviGuide™

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.

RightTrack™

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.

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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.

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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.

Related:

RightSignature 3.0 Signing

Do recipients need to have a RightSignature account?

No. Recipients do not need to have an account to receive a document from you. There is no limit to the number of recipients to whom you send documents.

When you send a document, your recipient will receive an email containing a unique link. After clicking the link, the recipient views and signs the document in the browser, with no downloads and no plug-ins.

How do I download the original document?

To download a copy of the original, unsigned document, in the column to the right of the document:

• Click the Document Details tab

• Click the arrow to the left of Source Files to view the source documents

• Click the original document to download it and save it to your computer

How do I download the signed document?

To download a copy of the signed document, in the column to the right of the document:

• Click the Document Details tab

• Click the PDF Download button to download the signed document and save it to your computer

Note that if the document is not yet fully executed (one or more signers has not yet signed), the PDF Download button will produce the original document, not the signed document.

Can I save my signature to use again?

Yes. If you sign documents frequently on RightSignature, you may find it convenient to capture a signature you like one time, then reuse it each time you sign. You may only create a Saved Signature by signing online with your mouse.

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To create a Saved Signature:

  1. Once logged in, click Account
  2. Click the Saved Signatures tab
  3. Sign your name in the signature box by clicking and holding while moving your mouse
  4. Click Save Signature
  5. You may create multiple saved signatures if you wish
  6. After you have created a Saved Signature, each time you sign a document on RightSignature you will see a Saved Signature option in the signature pad. Select that option, then click the image of your Saved Signature to apply it to the document.

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What if a recipient isn’t comfortable signing online?

A recipient who isn’t comfortable signing online can easily print out a faxable signature page, sign it by hand, and fax it to RightSignature. Using a unique barcode, the fax signature page will be appended automatically to your document online.

Please note the faxable signature page option is available on documents only requiring a signature and date. If the signer is required to fill in text fields, checkboxes, or initials boxes, the document must be completed and signed online.

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Related:

RightSignature Signing

Do recipients need to have a RightSignature account?

No. Recipients do not need to have an account to receive a document from you. There is no limit to the number of recipients to whom you send documents.

When you send a document, your recipient will receive an email containing a unique link. After clicking the link, the recipient views and signs the document in the browser, with no downloads and no plug-ins.

How do I download the original document?

To download a copy of the original, unsigned document, in the column to the right of the document:

• Click the Document Details tab

• Click the arrow to the left of Source Files to view the source documents

• Click the original document to download it and save it to your computer

How do I download the signed document?

To download a copy of the signed document, in the column to the right of the document:

• Click the Document Details tab

• Click the PDF Download button to download the signed document and save it to your computer

Note that if the document is not yet fully executed (one or more signers has not yet signed), the PDF Download button will produce the original document, not the signed document.

Can I save my signature to use again?

Yes. If you sign documents frequently on RightSignature, you may find it convenient to capture a signature you like one time, then reuse it each time you sign. You may only create a Saved Signature by signing online with your mouse.

User-added image

To create a Saved Signature:

  1. Once logged in, click Account
  2. Click the Saved Signatures tab
  3. Sign your name in the signature box by clicking and holding while moving your mouse
  4. Click Save Signature
  5. You may create multiple saved signatures if you wish
  6. After you have created a Saved Signature, each time you sign a document on RightSignature you will see a Saved Signature option in the signature pad. Select that option, then click the image of your Saved Signature to apply it to the document.

User-added image

What if a recipient isn’t comfortable signing online?

A recipient who isn’t comfortable signing online can easily print out a faxable signature page, sign it by hand, and fax it to RightSignature. Using a unique barcode, the fax signature page will be appended automatically to your document online.

Please note the faxable signature page option is available on documents only requiring a signature and date. If the signer is required to fill in text fields, checkboxes, or initials boxes, the document must be completed and signed online.

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Blue Coat – HTTPS Coaching Page with pictures

I need a solution

Hello Symantec,

if we are using coaching page´s with image´s like a logo or picture it is not possible to load / see this content if the user is opening a HTTPS webside.

Images are only visible if the coaching page prefixed a HTTP webside.

Example:

<body>
<blockquote><font face=”Helvetica”><img src=”https://local-server.net/logo.gif” alt=””></font>
<table border=”0″ cellpadding=”1″ width=”70%” align=”center” summary=””>
<tr>

This is a general problem we have with every customer.

It would be good if you find a solution for this.

Thanks and Greetings Stefan Dujka

0

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