Add employee user

Add employee user with electronic signature access

Send documents for electronic signature

Create or edit an employee user in the People section of your ShareFile account. Under User Access then E-signature settings, select Send documents for e-signature. The base level permission is suitable for standard users. One e-signature license is required to grant the permissions to electronic signature sending capabilities for supported files. Users can sign in and access templates and additional settings for the files they send for signature directly from the RightSignature app.

View all electronic signature documents

From User Access and E-signature settings, select View all e-signature documents. Users with the base level permission can also view all e-signature documents if logged into the RightSignature App. Use the base level permission when creating or editing an employee permitted to view all legal and secure documentation sent by other users with electronic sending capabilities. Login into the RightSignature app, to view all the documents sent from this account. On the Documents tab, in the Search Documents bar, click Filter, select All and check the Admin view box.

View all documents sent from your account

Manage electronic signature templates

Under User Access then E-signature settings, select Manage e-signature templates. Users with the base level permission can create, edit, and delete their own templates and send template documents created by others. With Manage e-signature templates permissions, users can edit, delete, and send template documents created by others.

Add employee user