Remote Upload Form

You can create a new form at Admin Settings > Advanced Preferences > Remote Upload Forms.

Click the Add New Form button.

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Form Description: This is the name of the form in the Remote Upload Wizard page of your account. This name will not be shown on the form itself.

Choose Destination: Choose whether to store uploaded files in a specific Folder or a File Drop. If the File Drops feature is enabled on your account, you can designate a created File Drop as the upload Destination. When choosing the File Drop option, use the drop-down menu to select from a list of File Drops that you have already created.

Choose Upload Folder: Select the folder where you want uploaded files to be stored. This folder must be a folder in the Shared Folders section of your account. If this folder has not been created yet, you will want to create it prior to using the Remote Upload Wizard.

Return users to: (Note: Any address in this field requires https://in order to function properly.) When a website is correctly entered into this field, a user that has uploaded a file to the remote upload form will be taken to the website chosen.

Request Uploader Info: When checked, users must enter their email, first and last name, and company before adding files to the form. If this box is not checked, uploaders will appear as Anonymous.

Custom Fields: You can add additional fields using the + menu. You have the option of marking these fields as required.

Copy and Paste Form

Once you have completed the form, click the Save and Get Code button. You will be able to copy the raw HTML iframe for your Remote Upload Form.

Warning: ShareFile does not provide additional code or advice beyond the provided sample. ShareFile cannot provide customer support for remote upload form code that has been modified beyond the template generated in the web application at the time of creation.

This code will remain available in the Remote Upload Forms section of your account. You can retrieve it by clicking on the View Code icon, or delete it from the list by choosing the Remove icon.

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Finished Form Example:

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FAQ

In the creation of a Remote Upload Form for an account that has FINRA Archiving enabled account – there are a few differences.

Question: Why, when creating a Remote Upload Form on an Archiving enabled account, the Custom Add Fields are missing?

Answer: This is intentional.

Question: Why, after generating the code for the Remote Upload Form with uploader information required, the page only has the upload space but no fields to enter uploader Information?

Answer: This is intentional. FINRA policy requires all content on an archiving account to be static. Those fields are added to the notes of a file, so they would not be static.

Those fields are not valid for archiving enabled accounts because they would not be in compliance.

Related:

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:

Embed an Online Form

To generate the HTML code needed to embed your Online Form, select the Online Form you wish to embed and click the Share tab in the grey menu to access the sharing options. These options are also presented as soon as you create a new Online Form.

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Next, click Embed in Your Website. You can then designate the pixel height of the iframe that will display the document. Available heights are 400, 500, 600, 700 and 800 pixels. The width of every Online Form is set to 706 pixels and can not be adjusted. After the height is set, you have the option to designate a redirect URL to which the Signer will be taken after signing a copy of the Online Form (e.g. a different page on your website). Please note that the redirect location will not work if the Validate Signer Email feature is also enabled.

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Finally, click Generate Embed Code, a box will appear with the HTML code for your Online Form, and you can copy and paste the code into your website.

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Related:

RightSignature Error “Document Limit Reached” (RS4)

The purpose of this message is to inform the user that they have crossed the threshold for the number of documents their license provides.

RightSignature 4 accounts provide 100 documents per month per user. A 5 user RightSignature 4 account will have a maximum monthly document quota of 500 documents.

An individual user is not capped at 100 documents; they can send more by clicking the “X” in the top right of the browser window to bypass the message, however as they continue to send more documents the remaining users on the account will no longer have their fair share of 100 documents each.

If you receive this error after verifying that you have sufficient licenses, attempt the same action in an alternate web browser. If the message still displays in the alternate browser, please reach out to support for assistance.

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