AI TOOL PROFILE
Citrix Right Signature | ShareFile
- Operations
- Electronic Signature
- Small businesses
- Mid-market companies
- Legal firms
- Accounting practices
- Healthcare providers
Pricing
Pricing starts at $16.50 per user/month (billed annually) with a minimum of 3 users. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Small businesses, Mid-market companies, Legal firms, Accounting practices, Healthcare providers
- Key use cases
- Client Onboarding, Agreement Management, Regulated Document Handling, Confidential Deal Rooms
- Integrations
- Outlook, Google Workspace, Salesforce, QuickBooks, FreshBooks
- Official website
- Visit Citrix Right Signature official website
How AI is used
Citrix Right Signature is an e-signature solution that has been consolidated into the ShareFile platform. It functions as an integrated part of a document management system designed to handle files from storage to signing.
It is designed for small, mid-market, and enterprise companies, including those in legal, finance, and healthcare. The tool supports the management of pre-filled agreements and onboarding documents through secure client portals.
Buyers should note that the software is no longer sold as a standalone e-signature product. To access these features, users purchase ShareFile plans, with the Premium tier providing integrated e-signature functionality.
Businesses should confirm if they require a full document management suite, as the e-signature tools are now part of the ShareFile ecosystem.
Key Features
Integrated E-Signature
Supports sending documents for electronic signatures directly from stored files.
Client Portals
Provides a password-protected space where clients can upload files and sign agreements.
Workflow Automation
Supports the creation of processes to route signed agreements to specific folders.
Knowledge-Based Authentication (KBA)
Available on specific tiers to help verify the identity of clients during the signing process.
Secure File Storage
Provides encrypted storage for documents.
AI-powered tools
Includes tools designed to help automate routine document tasks.
Use Cases
Client Onboarding
Using workflows and secure portals to have new clients sign agreements and upload required documents.
Agreement Management
Sending pre-filled contracts for electronic signature and storing signed versions in organized folders.
Regulated Document Handling
Managing signatures and files for industries requiring HIPAA, FINRA, or SEC regulatory compliance support.
Confidential Deal Rooms
Using virtual data rooms to manage signatures and access for transactions like M&A or audits.
Integrations
- Outlook
- Google Workspace
- Salesforce
- QuickBooks
- FreshBooks
- Pipedrive
- Xero
FAQ
Can I buy RightSignature as a standalone product?
- No, RightSignature is no longer sold as a standalone solution. It is now integrated into the ShareFile platform.
Which plan is best for e-signatures?
- The ShareFile Premium plan is recommended for users who need integrated e-signatures and Knowledge-Based Authentication (KBA).
Is there a minimum number of users for the pricing plans?
- Yes, most plans require a minimum of 3 users, while the Virtual Data Room plan requires a minimum of 5 users.
Source category: Operations
Source subcategory: Electronic Signature
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