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Box is the only cloud platform that brings you secure, compliant signatures — while also letting you define one information security and governance policy for business-critical documents like sales contracts and offer letters.
Jul 22, 2021 · Box Sign is a set of electronic signature capabilities natively integrated into Box, extensible with connectors and APIs. It accelerates critical business processes by streamlining e-signature workflows in a secure, seamless, and cost-effective way.
- Assigning Different Roles to The Same Signer
- Adding A Recipient Group
- Step 4: Preparing The Request
- Pre-Filled Text
- Read-Only
- Step 5: Setting An Expiration
- Step 6: Sending A Request For Signature
You can add a recipient multiple times to the same document if you need to assign different roles to that recipient or if you need the same recipient before and after another signer. However, you need to toggle Specify Signing Orderand assign the recipient to a different number than their first assigned number. For example, if the recipient is firs...
As a signature request sender, you can use the recipient group feature to add single recipients and create a group out of them. Only the first person from the recipient group to take action will be able to sign or approve the document. Recipient groups are particularly helpful if: 1. you know of multiple authorized signers within one organization, ...
To prepare the signature request, you can add signature fields, text fields, dates, checkboxes, groups of radio buttons, and dropdown menus to the request, as well as provide instructions and select to send automated reminders. A group of radio buttons enables the recipient to select one button from the group, and each group must contain at least t...
To prepopulate a field with text, you can add the text in the “Pre-filled Text“ area of the field’s option menu. If text is pre-filled in a field, signers can see and edit the text if needed. Pre-filled Text is available for the following fields: 1. Name Field 2. Company 3. Title 4. Text Input
To lock a field’s value and prevent changes by signers, enable Read-Only under the field settings in the field’s option menu. For a read-only field to be visible in a signature request, the field needs to have pre-filled text populated. If you try to send a request with empty read-only fields, a prompt asks if you want to remove the empty fields an...
When you prepare a signature request, you may choose to include an expiration for the request. When you set an expiration date, the request expires at midnight, GMT, on the date you select. To set an expiration: 1. In the right sidebar, click Options. 2. Toggle the Set Expiration button. 3. Under Days to expiration, type the number of days to speci...
To send a request for signature: 1. In the top-right corner of the document preview window, click Send Request. Box Sign immediately sends the document and signature request. As a sender, you can check the status of the request at any moment with the View Detailsoption. All signers and the sender receive an email notification when the signing proce...
Jul 22, 2021 · Signing a document. Posted Jul 22, 2021 Updated Dec 12, 2023. When someone sends you a document for signature through Box Sign, Box sends you an email notification. To sign the document, you do not need to have a Box account — just open the email and read the instructions.
Jul 26, 2021 · Box Sign delivers a rich set of features to address the most common e-sign use cases: Sign and/or request signatures on 40+ file formats. Anyone can sign a document, even if they don’t have a Box account. Use standard signing fields and reusable templates for common processes.
Jan 14, 2022 · It’s possible to create electronic signatures in a few different ways, and if you’re already using Box, you can both sign and request e-signatures without leaving the context of your content.. With Box Sign, creating an e-signature request is as easy as adding signature fields, designating who's signing, and sharing or saving the document ...
Sep 1, 2022 · With Box Sign, Individual and Personal Pro plan users get a rich set of e-signature features, including the ability to: Sign and send a document, or request for signatures. Add standard fields - such as name, signature, date, initials, checkboxes etc. Receive notifications and send reminders.
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