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Create auto-fill agreement templates

October 2, 2023

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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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Create auto-fill agreement templates

October 2, 2023

Contributed by:

October 2, 2023

Contributed by:

Create auto-fill agreement templates

Instructions

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