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Add Users to RightSignature for ShareFile account with RightSignature

October 17, 2024
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You must be an Admin user or the Account Owner within ShareFile to add users to your RightSignature account. If you are not an Admin user and wish to add other users, contact the Account Owner.

RightSignature only account. - If your RightSignature plan does not include ShareFile licenses, please see Add users to RightSignature-only accounts.

Create an Employee

  1. Navigate to People > Manage Users Home or Browse Employees.
  2. Click Create Employee.
  3. Enter the new user’s email address, first name and last name. (Company is optional). If you wish to add additional users, click Add another.

    Note:

    When adding multiple users at Step 1, those users will be given the same permissions and folder access later in the creation process.

  4. Expand User Access.
  5. Customize the new employee’s User Access. Under E-Signature are the options related to e-signature permissions:
    • The first option Send document for e-signature is your base level permission which allows an employee user to send documents for e-signature. Checking this permission will use one of your e-signature licenses.
    • The second option View all e-signature documents allows this user to filter for documents sent by other e-signature users,
    • The third option Manage e-signature templates allows this user to create and edit templates.

Once this permission is enabled the employee user can now send documents for e-signature from within ShareFile or the RightSignature account.

Add Users to RightSignature for ShareFile account with RightSignature
October 17, 2024
Contributed by: 
P
October 17, 2024
Contributed by: 
P

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