E-Signature in Client Portal

Article applies to:

• Client contact (external user)

The feature allows client users to view and complete their signature requests directly within their ShareFile Client Portal.

NOTES:

• To access the Client portal, ensure that you are a ShareFile Client.
• Signature requests are visible only for the email address users used to sign in, even if multiple verified emails exist in your Client portal.

Sign a document in Client Portal

Use the following instructions to sign your document in your client portal after receiving an email request from your service provider.

1. You, as a user, will receive an email to set up your Client account. Locate the email from ShareFile and select Activate Account.

   

2. When the ShareFile Welcome screen displays, select Continue.

   

3. Create a ShareFile password for your account using the requirements stated on the page. Select Create password.

   

4. Select the Open tasks tab to review and sign the document that is assigned to you.

   

5. Clicking on a Signature listing opens the Signing page. Select Continue to agree to the ShareFile Terms of Use, Privacy Policy, and E-Sign Consent.

   

6. Click on Start Signing to start the signing process.

   

7. For signature, you have the option to type or draw the signature.

   

   Along with the typed or drawn feature, you can also upload an image as a signature. To know more about how to enable this feature, see Upload Image as Signature.

   NOTE:

   Your selected signature type will autofill subsequent Signature fields as you continue through the signature request flow.

8. At any point during the signing process, click on More actions to Save progress, Download original PDF, or Decline document.

   

9. The Saved progress message is displayed on the top right corner of the screen.

   

   

   NOTE:

   If you forget to save your progress, the system will auto-save it. You can return later to complete the signature request until the expiration.

10. Click on Submit once you have completed the signature request.

    

11. Select Submit.

    

    NOTE:

    Once submitted, you cannot make any changes to the document.

12. A Success! message is displayed.

    

13. Select the Completed tasks tab to review the tasks that you have completed.

    

14. As a signer, you can find the attached Signature Certificate, including the type of signature you have provided and the Signature Reference ID for your tracking.

    

15. After reviewing the document, click Download to save your signed document as shown below.

    

    

Voila! You have successfully signed the document through the ShareFile Client Portal.