ShareFile

Accelerated Agreements - Client Onboarding

September 8, 2023

Contributed by:

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.
Employee user must have an Admin assigned RightSignature account.

Instructions

Adding a new prospective client

In your ShareFile Premium account, navigate to People > Prospective Clients to open the Browse Prospects screen.
Select Add Prospect then complete the form.
Select Add. The Prospective client added successfully banner displays.
Select the new prospective client from the list by checking the box next to their name.
Select Send Client Agreement. The Select a template screen displays.
Choose the template that you want to use for the selected client. For more information, see Create auto-fill agreement templates.
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.

email notification

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.

executed agreement

A folder is created under the clients name and is automatically shared.

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.

Was this helpful

Accelerated Agreements - Client Onboarding

September 8, 2023

Contributed by:

September 8, 2023

Contributed by:

Accelerated Agreements - Client Onboarding

Prerequisites

Instructions

Adding a new prospective client

In this article