Dropbox Sign Template Links

[bcdenman]

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

[Hannah · Accepted solution]

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.

[August West]

Really need a Solution to this....

I need to be able to create the link for the Template.

I currently have a dropbox Essentials account (Have had for years). 

When I try to upgrade to dropbox sign + Essentials ($18/mo), it says I already have essentials.

If I try just creating account for dropbox sign essentials (Without Dropbox- $15/mo) It says, "Already have a Dropbox account? Sign in to access dropbox sign"

This just goes in circles back to dropbox with no option to create links.

I do not want to cancel my original account which I have had for years. Do I need 2 separate accounts paying double

[Megan]

Hi @August West, thanks for posting here today! 

You don't need two separate accounts. Since you need a plan that can create template links, you should cancel the Dropbox Essentials bundle completely (via dropbox.com).

Then wait for it to downgrade to Dropbox Basic on your renewal date. And then purchase the plan named just Dropbox Sign Essentials from the far left of this page.
 

If you have any questions, let me know!

[August West]

My Current Renewal Date is 12/7/24. I can't wait a year

[Megan]

Hi @August West, I'd be happy to look closer into this.

Would you mind if I was to send you an email in order for us to investigate further? 

[August West]

That would be awesome! Thank you !

[Megan]

I just sent you an email, August! 

I'll see you there, cheers! 

[August West]

I did not receive any email. Please, I really need help on this template link 

[Megan]

Hey @August West, have you checked your Community-linked email address, along with your spam/junk to make sure the message isn't there? 

[August West]

Yes, i have.