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RightSignature and the New ShareFile: Collaborate the Right Way

By: Steve Stormoen / Tuesday, April 25, 2017

While we’ve been focusing in this blog on the new version of RightSignature, our sister product ShareFile has released a big, exciting new version as well. A longtime leader in file sync and sharing for businesses, the new ShareFile adds collaboration tools and an upgraded dashboard to help your business become more productive, more flexible, and more secure. Even better, the new ShareFile teams up with RightSignature to add fast, easy electronic signatures to your business collaboration toolkit.

New web-based dashboard puts your work at your fingertips


One of the most exciting additions to the new ShareFile is an improved dashboard and interface that you’ll see every time you log into your account. Our team put your most frequently accessed files and workflows front and center so you can get to work right away.
  • Easily access your recently opened files
  • Do more in less time with a clean, straightforward dashboard
  • Get quick, step-by-step help with tutorials and support links available upon log-in

New feature: Feedback and Approval Workflows

Listening to your input, we realized that our customers use ShareFile for more than just sharing and syncing files — ShareFile is a tool for helping your business collaborate to get more done. With that in mind, we decided to create a simple, guided process that helps you accomplish a common workflow: the process of getting feedback and approval on a document.

Select any document in ShareFile and choose to get feedback and approval on that file. The new ShareFile takes you through a guided process that helps you get in-line feedback and comments quickly, with automatic notifications and effortless version control. And if you need to get your document signed as well, it’s easy to connect ShareFile to your RightSignature account for a fast, easy online signature.
  • Get feedback, request approvals, and e-signatures — all within the ShareFile web interface
  • Track feedback and approvals in real time, set due dates, and send automatic notifications
  • Eliminate the need to send documents via email and track for version control

New feature: Content Viewer

When you access ShareFile through your web browser, you can now view your files quickly without waiting for them to download or opening them in another program. The new ShareFile can now natively access and display over 60 different file types, from everyday work files like PDF files, Microsoft Word documents and spreadsheets, as well as many industry specific file types used for complicated tasks like architectural renderings. Of course, these files work with Feedback and Approval Workflows as well, allowing you to get more done without the need to leave ShareFile.

For RightSignature customers, that means it’s even easier to browse through your contracts to make sure you’ve selected the right one to send. It’s just one way we try to go the extra mile to help your business work as efficiently as possible.

Interested in learning more about the new ShareFile? You can try it for yourself for free today.

How Hernandez & Company CPAs Defeat Deadline Day with RightSignature

By: Steve Stormoen / Thursday, April 20, 2017


Talk to any tax accountant and a few dates on the calendar are likely to induce a panic — the biggest being April 15. Accounting is a field focused around deadlines, but unfortunately, your clients don’t share the same focus. When you have dozens of returns to finish, even one interruption, such as a client dallying on signing and returning an e-file authorization, can disrupt everything.

Because of this focus on deadlines, it’s no surprise that accountants put a premium on tools that can help them get time-consuming tasks completed quickly and easily. To solve the frustratingly inefficient process of getting documents signed, one accounting firm, Hernandez & Company CPAs, turned to RightSignature.

Danay Morales, Director of Operations at Hernandez & Company, told us all about how her firm uses e-signatures to save time and money in response to a recent survey.
"On our tax deadline we needed several documents signed by clients to authorize us to efile tax returns. Client was able to conveniently access and sign those authorization forms wherever they were. We received signed documents within minutes, allowing us to electronically file their tax returns in a timely manner. "
The survey, conducted in November of 2015 through third party survey service TechValidate, showed a strong pattern among accounting firms using RightSignature. Many respondents in accounting, like Danay, reported that using RightSignature made it easier for their firm to service remote clients, provide data security and compliance, and get time-sensitive documents signed promptly — necessities for any accountant staring down at deadline day. Check out Danay’s full response to the survey, below:

Customer Proof verified by TechValidate.

If you’d like to see how RightSignature can help your firm prepare for the next big deadline, you can try it for free today.

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