Signature Requests

A Signature Request within Projects allows users to initiate and manage document signing workflows directly inside a project workspace. This integration eliminates the need to switch between ShareFile’s standalone signature tool and the Projects module, ensuring a seamless, structured workflow for collecting approvals, signed contracts, or compliance forms tied to a specific project.

Key use cases

• When contracts, agreements, or approvals are part of your project workflow.
• To request client or team signatures on deliverables, onboarding documents, or statements of work.
• When you want all signed documents to remain organized and auditable within the associated project.
• To maintain a single source of truth for collaboration, request management, and document execution.

Key benefits

• End-to-end signature workflow embedded within Projects.
• No need to navigate to the standalone Signature app.
• Signed files automatically linked back to the project for traceability.
• Supports both blank requests and template-based workflows.
• Consistent experience for senders, reviewers, and signers.