Re: Dropbox Sign Template Links
I'm on a Trial of the Essentials plan. I can't find any place in the Interface to create a Template LINK (creating a Template no problem).
The UI I have access to seems different than what is described here: https://faq.hellosign.com/hc/en-us/articles/211241667-How-to-create-a-template-link
For example I don't have a 'Templates' option on the left sidebar.
Please Help
Accepted Solutions
Hey @wjwtproperties, after looking into this further with our team, we just wanted to let you know that we do not currently support template links from within dropbox.com.
Template links are available to Dropbox Sign users on Essentials, Standard, and Premium plans.
This means that you would need a direct Dropbox Sign subscription to be able to use template links and access the Sign website, e.g. Dropbox Sign Essentials, not Dropbox Essentials.
I hope this clarifies things.
Hannah
Community Moderator @ Dropbox
dropbox.com/support
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Hey @bcdenman! Hope you’re doing great.
The link you’ve provided lists the steps to create a template link on the Dropbox Sign website, and not Dropbox (via the Signatures tab). In general, this feature is available to users who have a Dropbox Sign account, and are on an Essentials/Standard/Premium plan.
If you want, you can try logging in to Dropbox Sign from this page (or setting up an account via another browser), and follow the steps from the link you provided above to create a template link.
Let me know, if you need further help.
Nancy
Community Moderator @ Dropbox
dropbox.com/support
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Hey @bcdenman, have you tried the steps in this article?
Hannah
Community Moderator @ Dropbox
dropbox.com/support
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Hi @wjwtproperties, welcome to our Community!
Have you tried any of the steps my colleague, @Hannah provided above?
If so, where exactly do you have an issue? Feel free to send us a few screenshots, in order for us to have a visual too.
Keep me posted!
Megan
Community Moderator @ Dropbox
dropbox.com/support
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no matter where I sign in from, I am always redirected to the dropbox sign screen. Once there there is only an option to create a template not to create a template link. I need to be able to create a template link ASAP if anybody can help me.
Hi @wjwtproperties, depending on your plan, the only way to access the Dropbox Sign page directly would be to access the site using another email address which is not associated with any bundle or existing plan.
After that, you'd need to have a paid Dropbox Sign plan in order to create templates.
Jay
Community Moderator @ Dropbox
dropbox.com/support
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