Send for signature

The following instructions provide the steps necessary to send a document for signature in both Files for Citrix Workspace and ShareFile.

Once electronic signature is enabled for your Workspace or ShareFile account, you can send documents for signature. For more information on enablement, see Getting started.

  1. From either your Files for Citrix Workspace or ShareFile account, select the document you want to send for signature. The preview window opens.

    Preview window in ShareFile or Files in Citrix Workspace

  2. Select Send for Signature to open RightSignature.

    Prepare document

  3. Select Prepare Document then type the name of the signer and their email address.

    Add signer name and email

  4. Select Next: Place Fields to create the signer and annotation fields for the document’s recipients.

    Setup fields for signing

  5. Select Next: Review to type a personalized message, set an expiration date, and add security settings such as passcode and KBA for the signer, if necessary.

    Review before sending.

  6. Select Send Document.

The signer receives an email requesting the signature for the document. You can monitor the status by selecting the document in the RightSignature dashboard.

Send for signature