Create a Signature Request

May 14, 2026

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Article applies to:

ShareFile Employee users

To create a signature request from within a project, you can follow the steps given below:

Navigate to the Project Space

a. From the ShareFile web app, go to Projects in the left navigation pane.

b. Open the project where you want to initiate the signature workflow.
Access the Request Tab

a. On the project dashboard, select the Requests tab.

b. Click on Create Request to open the request creation panel.
Choose the Signature Request Option

a. From the list of available request types, select Signature Request.
Select How to Create the Request

a. You’ll see two options:
- Create from Blank
- Create from Template

Create a Signature Request from Blank

Select Create from Blank.
Upload or select the document you need to get signed.
Once uploaded, open the document editor to configure fields.
Add all required elements as listed below:

a. Signature Field(s) – where signers will place their signature.

b. Date Field(s) – auto-filled with signing date.

c. Text / Initials / Checkbox Fields – optional, depending on the document’s requirement.
Review the layout to ensure all fields are correctly placed.
Click on Send for Signature to dispatch the document for e-signing.
Each recipient receives an email notification with a secure signing link OR they can do it from their client dashboard.

Signature Request 1

Create a Signature Request from Template

Select Create from Template.
Choose a pre-defined document template from your template library.
Review the document and pre-configured fields (signature, date, initials, etc.).
Add or modify Signer Details (name, email, role).
Click on the Send for Signature option to initiate the workflow.

Signature Request 2

Templates are ideal for repetitive signature requests such as NDAs, onboarding agreements, client approvals, or recurring service contracts.

Once all signers have complete the signature process, the finalized signed document is automatically returned to the same project where the request originated.

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 a Signature Request

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Create a Signature Request

Create a Signature Request from Blank

Create a Signature Request from Template

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