Post-Signing Workflow

Article applies to:

• ShareFile Employee users

• Client contact (external user)

Automatic Return to Project Files

• As soon as the final signer completes the request, ShareFile automatically generates a signed copy of the document.

• This signed copy is uploaded back into the Files tab of the originating project.

• The document appears under the Files tab section as well, ensuring visibility to all project collaborators.

Access and Permissions

• The signed document inherits the same access permissions as other files within the project.

• All project members with file access can view or download the signed copy.

• Clients (if part of the project) can access the signed file according to their permission level — typically file view access.

Notifications

The sender (request creator) receives an email confirming the document has been signed and uploaded.

Audit reference (If applicable)

• The system automatically associates the signature completion details (date/time, signer names, status) with the request record inside the file that is signed.

• This ensures that users can trace when the signature request was initiated, completed, and who signed it.

Further actions

• The signed file can now be shared, downloaded or moved to a shared folder.

• You can also move or copy the signed file to another folder within the same project or move it to a personal or shared folder section within ShareFile for organization purposes.