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Post-Signing Workflow

May 14, 2026
Contributed by: 
P

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.

Post-Signing Workflow
May 14, 2026
Contributed by: 
P
May 14, 2026
Contributed by: 
P

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