Citrix ShareFile is relatively new to us. We are using it to share files with partners and vendors outside our agency as well as to begin the process of digitizing tenant files (we're a property management company and nonprofit). Sharefile helps us to share large files with people as well as organize our existing files.
Pros
Set up templates for your folders so every folder has the same structure.
Work with project management software (such as Podio) to automate some organizational tasks.
Communicate with outside vendors and share large files with people that shouldn't be emailed due to size or confidentiality.
Cons
There's a bit of a learning curve getting Sharefile templates and user profiles set up, but once you're set up it is very user-friendly.
We haven't been clear on what "ShareConnect" is and so we haven't been using it.
The desktop app for Sharefile has less functionality than the browser version, and it caused some confusion initially. Again, we just don't use the desktop app.
Likelihood to Recommend
ShareFile is great for setting up files that need to be set up in the same way every time, i.e. tenant files, client files, etc. The templates make it easy for several staff members to use the system in exactly the same way. ShareFile is also great for sharing large or multiple files with vendors or outside partners. We've also used ShareFile to accept applications that require a large number of supporting documents by using the integration with Podio webforms and GlobiFlow automations.
Right now, RightSignature is being used for our membership applications and renewal packets. Currently, [we] have about 6 forms that are in use through the program. We hope to soon use it to collect presentation/webinar proposals as well. I guess you can say that this is being used across the whole organization since we are only a 4 staff association.
Pros
We have quick and easy set up options in RightSignature. We did not have to recreate any forms, just upload our current form(s) and choose which fields are to be completed. It also allows you to set up for the form to collect attachments which is a plus!
The training for RightSignature is easy to set up and very convenient. It doesn't take a lot of training to learn how to use the software. If you have created fillable pdf forms, then you can definitely use RightSignature. You get one on one training at your own convenience and you are able to schedule it online. Sometimes, you can get same day or next day training appointment with a representative.
Reporting in RightSignature is the most appealing to our association. We were in search of a software that would pull reports for each form that was submitted to us. It allows for easy review of how our reports are performing and the data that is being collected by each form. We are able to export into Microsoft without any problems at all.
Form submissions have been more convenient for our users. It does not allow users to submit incomplete applications. If you select specific fields for completion, all of those fields must be completed before they see a submit option at the end of the application. It also requires them to verify their identity through email.
Cons
I would like to be able to print pending applications. A user submits the application, but either forgets to go to their email to confirm or the verification email is sent to their spam box and they believe that they have submitted their form. There should be a way that once the submit button is hit, we are able to pull the application for printing/saving.
RightSignature appears differently depending on the browser used. It would be more helpful to have it look the same across browsers so that we are able to help users through the process of completing our forms.
When an email notifies us that a form has been completed, it would be helpful to not only include the application submitted but also the attachments submitted along with the application.
Likelihood to Recommend
RightSignature works well for setting up online forms and allowing users to complete. However, it is not user-friendly to everyone and it could be due to the browser used but we get calls from people stating that they are not able to see which fields are actually required to be completed. This could be due to this being a new process but I'm not sure.
VU
Verified User
Director in Marketing (Non-Profit Organization Management company, 1-10 employees)
We are using RightSignature to generate conditional offers of employment (COEs) using a semi-automated system integrated with our home grown applicant tracking system. By doing so, we have greatly reduced the amount of paper wasted in printing signing and scanning documents. In addition, we have eased the procedures for both hiring managers and Human Resources personnel charged with tracking the hiring process. We are currently using this for a significant subset of our new hires, with plans to expand into other categories, eventually encompassing most, if not all, new hires.
Pros
Excellent API for integrating with your own system. Well documented and easy to use.
First-rate technical support, and great customer support overall
Flexible billing options to meet a variety of needs
An overall low cost solution compared to some of the really big names out there
Cons
User Interface for manually creating documents is less than intuitive
Many aspects of the document creation process are also non-intuitive, so that if you create a boilerplate and find a mistake, you may need to start all over again
Limited support for PDFs with checkboxes and essentially none for selection lists
Some technical shortcomings in how to handle sending or retrieving links to documents for signing, especially for embedding iframes in pages
Likelihood to Recommend
For small to mid-scale companies and needs, RightSignature is a fine solution. It has certainly proven to be a cost effective solution to creating about 6 documents per day using their API from our internal system. Limited support for complex documents might be a hindrance if you need really fancy outputs. Effective use of RS requires a bit of a learning curve to negotiate their interface for creating and processing documents, both manually from their webpages and through the API.
