ShareFile

Accelerated Agreements

September 8, 2023

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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 Clients.
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 Clients.
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.

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Accelerated Agreements

September 8, 2023

Contributed by:

September 8, 2023

Contributed by:

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

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