ShareFile

Accelerated Agreements

November 21, 2024

Contributed by:

J C

Accelerated Agreements is a feature for ShareFile Premium users to improve their client onboarding process. This feature reduces onboarding cycle time.

Other benefits of the feature include:

Send one-click agreements
Automated client onboarding experience
Send agreements for signature inside ShareFile
Create and use agreement templates in ShareFile
Auto-fill Agreement templates, see Create auto-fill agreement templates.
Use automated workflows to track progress, see Automated Workflows for more information.

TIP:

For Salesforce Leads and Quickbook Customers, see Integrations for steps on how to add prospective client data from these tools.

Prerequisites

Must have a ShareFile Premium account
Employee user must have an Admin assigned RightSignature account.

One-click agreements

Accelerated agreements in ShareFile allow to send one-click agreements for existing clients.

Send one-click agreements

From your ShareFile dashboard, navigate to People > Browse client contacts.
Select the current client from the list by checking the box next to their name.
Select Send Client Agreement.
Once the Preview - Client agreement displays, review the information then select Send.

The “Client agreement successfully sent.” confirmation message displays.

Confirmation screen

Automated client onboarding

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 prospect 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 completed the agreement and can review it in ShareFile.

agreement

A folder is created under the client’s name and is automatically shared.

Automated existing client workflow

In your ShareFile Premium account, navigate to People > Browse client contacts.
Select the 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.

email notification

The client can sign into ShareFile and view their signed agreements.

Completed agreement

The employee can track the status of the client’s activity in the Automated Workflows dashboard. See Automated Workflows for more information.

Completed agreement

Client side agreement completion

As a recipient of an accelerated agreement, use the following steps to complete the signature and document request process.

Check your email for the document or signature request.
Select REVIEW & SIGN DOCUMENT to access the document.
After completing the request, select Submit signature then confirm by selecting Submit.

The Document Signature Completed popup displays confirming your submission and asks you to check your email to activate your account.
You have the option to download the document from the Download dropdown list.

Create auto-fill agreement templates

Accelerated Agreements is a new feature that allows you to create auto-fill agreement templates to automate the prospective client onboarding experience.

TIP:

For Salesforce Leads and Quickbook Customers, see Integrations for steps on how to add prospective client data from these tools.

Use the instructions below to create auto-fill templates.

Instructions

In your ShareFile Premium account, navigate to People > Prospective Clients to open the Browse Prospects screen.
Select an existing Prospect or click Add Prospect. For more information on adding a prospect, see Accelerated Agreements.
Select the new prospect from the list by checking the box next to their name.
Select Send Client Agreement. The Select a template screen displays.
Select Create a Template. The Upload screen displays.
Select Upload a File to browse for a document in your system or select Choose from Cloud.
Once the document template is displaying in the Prepare template screen, use the right pane to expand the Data Fields for Prospect. Customize the template utilizing the data fields.
Select Create Template to save the template.
Notes:
- The template is created under the filename of the document uploaded.
- The template is saved under your RightSignature account and is available for any future agreements.
- Templates can be edited or deleted under the RightSignature Templates screen.
Use the Preview - Client Agreement screen to review. If correct, select Send.

The client will receive and email requesting action.

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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Accelerated Agreements

November 21, 2024

Contributed by:

J C

November 21, 2024

Contributed by:

J C

Accelerated Agreements

Prerequisites

One-click agreements

Send one-click agreements

Automated client onboarding

Adding a new prospective client

Automated existing client workflow

Client side agreement completion

Create auto-fill agreement templates

Instructions

In this article