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Dropbox Sign
309 TopicsDropbox Sign Bulk Send isn't working
When trying to use the "Bulk Send" feature, I receive errors telling to me to contact support which I have done for several days now with no response. Does anyone know how to help me resolve this issue? I have an urgent need to sent out a bunch of contracts this afternoon.16Views0likes2CommentsDropbox Sign - can signers view attachments before signing?
I use Dropbox Sign to sign agreements in sequence. The first recipient needs to upload an attachment as part of the process. When the document moves to the next signatory, they need to see that the first signatory has uploaded the correct document (a VOID check) and not a photo of say, their dog. The second signatory cannot see the attachment until AFTER they sign and the signature process is complete. Nor can any other signatory. Has anyone encountered this?15Views0likes1CommentDropbox Sign missing Template Links option
I've seen someone else have the same issue as me and posted a question on the 23rd Jan. Since the Dropbox Sign templates have been moved app.hello.sign.com the function "create template link" is no longer available on Business accounts. Seems absolutely bonkers that this is the case and so can Dropbox please look to reintroduce this functionality - especially for business accounts where this kind of thing is required frequently.20Views0likes2CommentsMark document as filed once they are signed
I wanted to inquire about the possibility of adding a feature that allows us to track when a document has been signed and then mark it as filed, once the necessary actions have been completed. Currently, we use Dropbox to track when users have signed the 8879 (the agreement to file their tax return). While we can see when the document is signed, we don't have a system to visually confirm once it has been filed. Right now, the process requires manual verification by checking the document to ensure that it's been filed after signed. I am assuming many customers use the platform for business process like this. This would be a way to attract customers to use the platform for tracking process as well- just by adding a box to check off or categorize. What we are hoping for is a way to easily mark or "check off" the signed document once it has been filed, creating a clear indication that this step has been completed. Ideally, this would allow us to streamline our workflow and reduce the risk of missing this final step. Is there a way to implement such a feature in the system? Please let me know if this makes sense or if any further clarification is needed. Thank you.22Views0likes1Comment