Accelerated Agreements - Client Onboarding
Accelerated Agreements is a new feature for ShareFile Premium users to improve their client onboarding process. This feature reduces onboarding cycle time.
Other benefits of the feature include:
- One-click agreements
- Send agreement for signature inside ShareFile
- Create and use agreement templates in ShareFile
- Auto-fill Agreement templates, see Create auto-fill agreement templates.
- Automated client onboarding experience
Prerequisites
- Must have a ShareFile Premium account
- Currently available only in the US.
- Employee user must have an Admin assigned RightSignature account.
Instructions
Adding a new prospective client
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In your ShareFile Premium account, navigate to People > Prospective Clients to open the Browse Client Prospects screen.
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Select Add Prospect then complete the form.
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Select Add. The Prospective client added successfully banner displays.
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Select the new prospective client from the list by checking the box next to their name.
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Select Send Client Agreement. The Select a template screen displays.
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Choose the template that you want to use for the selected client. For more information, see Create auto-fill agreement templates.
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Review the auto-filled template on the Preview - Client Agreement screen then click Send.
The prospective client receives a Review & Sign Document request email from your ShareFile account. Once they complete the form, they click Submit. The Document Signature Completed screen displays. They’re asked to check their email to activate their account.
Once the client activates their ShareFile account access, they can sign into ShareFile and view their signed agreements.
The employee is notified that the client has executed the agreement and can review it in ShareFile.
A folder is created under the clients name and is automatically shared.
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DIESER DIENST KANN ÜBERSETZUNGEN ENTHALTEN, DIE VON GOOGLE BEREITGESTELLT WERDEN. GOOGLE LEHNT JEDE AUSDRÜCKLICHE ODER STILLSCHWEIGENDE GEWÄHRLEISTUNG IN BEZUG AUF DIE ÜBERSETZUNGEN AB, EINSCHLIESSLICH JEGLICHER GEWÄHRLEISTUNG DER GENAUIGKEIT, ZUVERLÄSSIGKEIT UND JEGLICHER STILLSCHWEIGENDEN GEWÄHRLEISTUNG DER MARKTGÄNGIGKEIT, DER EIGNUNG FÜR EINEN BESTIMMTEN ZWECK UND DER NICHTVERLETZUNG VON RECHTEN DRITTER.
CE SERVICE PEUT CONTENIR DES TRADUCTIONS FOURNIES PAR GOOGLE. GOOGLE EXCLUT TOUTE GARANTIE RELATIVE AUX TRADUCTIONS, EXPRESSE OU IMPLICITE, Y COMPRIS TOUTE GARANTIE D'EXACTITUDE, DE FIABILITÉ ET TOUTE GARANTIE IMPLICITE DE QUALITÉ MARCHANDE, D'ADÉQUATION À UN USAGE PARTICULIER ET D'ABSENCE DE CONTREFAÇON.
ESTE SERVICIO PUEDE CONTENER TRADUCCIONES CON TECNOLOGÍA DE GOOGLE. GOOGLE RENUNCIA A TODAS LAS GARANTÍAS RELACIONADAS CON LAS TRADUCCIONES, TANTO IMPLÍCITAS COMO EXPLÍCITAS, INCLUIDAS LAS GARANTÍAS DE EXACTITUD, FIABILIDAD Y OTRAS GARANTÍAS IMPLÍCITAS DE COMERCIABILIDAD, IDONEIDAD PARA UN FIN EN PARTICULAR Y AUSENCIA DE INFRACCIÓN DE DERECHOS.
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ESTE SERVIÇO PODE CONTER TRADUÇÕES FORNECIDAS PELO GOOGLE. O GOOGLE SE EXIME DE TODAS AS GARANTIAS RELACIONADAS COM AS TRADUÇÕES, EXPRESSAS OU IMPLÍCITAS, INCLUINDO QUALQUER GARANTIA DE PRECISÃO, CONFIABILIDADE E QUALQUER GARANTIA IMPLÍCITA DE COMERCIALIZAÇÃO, ADEQUAÇÃO A UM PROPÓSITO ESPECÍFICO E NÃO INFRAÇÃO.