Send for signature

Use these steps to create a ShareFile signature request using an existing PDF or a reusable template.

For information about enabling electronic signatures, see Getting started.

1. In your ShareFile account, select Signatures > Create signature request.

2. Select Send for Signature.

3. Under Document to send, select Browse files, then select the existing PDF from your computer or ShareFile account. To use a reusable template to create the signature request instead, select the template.

   Note:

   Flatten a PDF before uploading it if it contains fillable fields, 3D elements, or layers. Flattening preserves document content and field placement during processing. To flatten a PDF in Windows, open the original file, print it with Microsoft Print to PDF, and save the resulting copy.

4. Enter the recipient's Name and Email. Select whether the recipient is a signer or viewer, then select Next Step.

5. In Place fields, add, edit, or remove fields as needed. Select Next Step when you finish.

6. Review the document name and storage location. Add an optional message, expiration date, passcode, or knowledge-based authentication, then select Send signature request.

Message status

The signer receives an email requesting a signature. To monitor the request, see Status.