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

[Nancy]

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.

[bcdenman]

Thanks for getting back to me.  When I try to login via the link/page you shared, it forces me back into Dropbox-->Signatures.  I can't seem to find any way to login to HelloSign more explicitly.

How do I create a Dropbox Sign account that isn't also an overall Dropbox account so I can get to the native Sign interface and the feature I'm after?

[Hannah]

Hey @bcdenman, have you tried the steps in this article?

[wjwtproperties]

Hello, I'm having the exact same challenge. Did you find a solution to make a template link?

thank you

WJWT

[Megan]

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!

[wjwtproperties]

 

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.

[Jay]

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.

[wjwtproperties]

I have an essentials account and template signatures and links are part of that account. But I can't access that page b/c keep getting redirected. If I need to cancel my upgrade to essentials and start a new account on dropbox sign, then somethings wrong with that concept. Please advise

[wjwtproperties]

I can create the signature template in essentials, I just need the URL link generated so I can post it in a message board. I do not have an email of recipient to use. It's all done via messaging