Getting started 编辑

Electronic signatures are an easy and fast way to get documents signed online. These features give your organization the power to obtain legally binding signatures on documents entirely online — faster and more secure than paper documents.

Content Collaboration licenses are required to enable electronic signature features for your employee users. Once your Content Collaboration account is linked to a Citrix Cloud account, you can enable your users to send files stored in your Content Collaboration account for signature.

Note:

Visit the Citrix User Help Center for electronic signature user information.

Supported content

Electronic signatures are supported for documents that are fewer than 150 pages and less than 20 MB. Supported document types include:

• PDF
• Microsoft Word documents
• Plain text files
• Rich text files

Note

Format 3D PDFs to 8.5x11 and the same orientation on all pages.

Activate electronic signature licenses for Citrix Workspace users

Workspace administrators can log in to Citrix Cloud to verify electronic signature licenses are allocated and activated with in their linked Content Collaboration account.

Note

To use electronic signature features, Content Collaboration needs to be enabled and deployed for Workspace. For more information, see Deploy.

1. On the Citrix Cloud dashboard, select Manage Content Collaboration.
2. Under the Manage tab, select the Admin Overview.

Under Allocated licenses, view a number of employee licenses available for Electronic Signature features. See Add users to enable employee users with Send for Signature and other Electronic signature permissions.

Activate electronic signature licenses for Content Collaboration users (non-Workspace)

Content Collaboration administrators can log in to the web application to verify electronic signature licenses are allocated and activated with in their Content Collaboration account.

1. Select Settings.
2. Select Admin Settings.
3. Select Admin Overview.

Under Allocated licenses, view a number of employee licenses available for Electronic Signature features. See Add employee users with e-signature access in Configure to enable employee users with e-signature sending capabilities and other permissions.

Activate electronic signature licenses for ShareFile users

ShareFile administrators can log in to the web application to verify electronic signature licenses are allocated and activated with in their ShareFile account.

1. Select Settings.
2. Select Admin Settings.
3. Select Admin Overview.

Under Allocated licenses, view a number of employee licenses available for Electronic Signature features. See Add employee users with e-signature access in Configure to enable employee users with e-signature sending capabilities and other permissions.

Note

Electronic signatures licenses allow 100 documents per employee license to be sent per month. For example, an account with 10 employee licenses can send 1,000 documents in a month. These licenses are pooled together for the entire account. An individual employee user can send 100 or more documents in a month given there are enough licenses available in the pool.

Firewall considerations

Allow web traffic

To connect users from your on-premises environment to communicate with the Citrix RightSignature Control Plane for Electronic signature features, authorize HTTPS/TLS 1.2 traffic to the following IPv4 addresses and *.rightsignature.com domain:

Control Plane IP addresses

Allow email notifications

Enable incoming email notifications for users on your on-premises environment. Configure email security gateways and spam filters for trusted hosts using the IPv4 and email addresses to receive Electronic signature-related email notifications:

For other Content Collaboration related Firewall Configurations, see CTX208318.

Integrations

See Enable integrations for more information on available integrations to configure for Citrix RightSignature electronic signature capabilities.

Two-step verification

Citrix strongly recommends the use of two-step verification as an extra layer of security to reduce the likelihood of any unauthorized access to Citrix accounts. Two-step verification uses your phone to provide an extra layer of security for your user name. After you sign in, you are asked to enter a verification code that is sent to your phone using a text message (SMS) or voice call. Some apps require an app-specific password that must be generated each time you want to sign in to the app.

Note

Two-step verification does not apply to accounts that sign in with Citrix Workspace. Two-step verification is automatically enabled for Citrix Cloud accounts. It is managed by the account owner.