ShareFile

Create a signature request

November 1, 2023

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Use the following instructions to create a signature request in your ShareFile account.

Note:

Only for accounts created after October 3rd, 2023

Use the following steps to create a signature request in ShareFile Signatures.

Sign into your ShareFile account.
Select Signatures > Signature Requests.
Select Create signature request.
Select a Document to send by dragging a file to the window or select Browse files.
Enter the recipient information including Name and Email.
Select if the recipient is to be a signer or viewer of the document.
Tips:
- Add recipients is an option if you must send the same document for multiple signers listed. For more information, see More
- Set signing order toggle allows you to stagger the requests based on the order set during the request for addition signers. For more information, see Set signing order.
Select Next Step.

The Place fields screen displays.
Select the fields that you want to add to the document then drag.
Select Next Step.
Verify the Document name and edit if necessary.
Select Edit to choose where you want the signed document to be stored or leave the default setting.
Add an optional note for the signer.
Set the expiration for the request.
Select the Passcode toggle to generate a code the signer needs to open the signature request.
Select the Knowledge-Based Authentication toggle to require recipients to verify their identity with a knowledge-based quiz. Each signer needs to independently verify before signing the document.

Note:

Signers will be locked out of the document after 3 failed attempts.
Under Default settings select the optional Edit Default settings or skip to the next step. For more information on the setting options, see Default settings.
Select Save for changes to the default settings.
Select Send signature request.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a signature request

November 1, 2023

Contributed by:

November 1, 2023

Contributed by:

Create a signature request

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