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286 results found

  1. Let sender sign documents created with Ready-Sign Links

    Ready-sign links are a great feature, but we need the ability for senders be able to also sign a document that is created with a Ready-Sign link.

    For example, if I have a Mutual NDA setup in a Ready-Sign link, I want others to be able to quickly sign this. BUT I also need to sign it myself as the sender.

    This would ideally be accomplished by letting me "sign" the document at the time I create it. Or alternatively when someone signs the NDA at the Ready-Sign link, then I am emailed a notification that is ready for me…

    1 vote

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    0 comments  ·  Box Sign  ·  Admin →
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  2. Dynamically name signed documents based on metadata: signer's full name, company, email and others

    When there are documents in the same folder or templates that are repeatably signed with the same name (Ready Sign Link, Batch Send), Box Sign adds a number and () to the filename to note the different/unique files.

    There needs to be a better way to name the files - perhaps using metadata or using the unique id of the sign request. And then all files - signed docs and signed log would be renamed with the same name. Otherwise it's very hard to tell files apart when they all have the same name with just a number and ()…

    56 votes

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    14 comments  ·  Box Sign  ·  Admin →
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    We see a lot of value in this request and our team is gathering feedback and additional use cases regarding this suggestion. 

    Please add your comments and support this suggestion so we can prioritize it accordingly. What metadata would you use and what file name format/naming convention you use today?

  3. Change Color of Template Field Text

    Documents with background colors other than white make seeing the text in templates impossible. Require the option to change the template field text color to other than black only.

    3 votes

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  4. Add a "Formula" Field in Box Sign

    DocuSign provides a useful "Formula" Field for their Templates. For example, a user is required to filled out a survey and select numbers 1-3 via a few predefined Dropdown's. After the user has made their selections, the "Formula" Field will automatically tally up the choices made by the user and provide a Sum.

    2 votes

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  5. Add ability to include a Name for external Box Sign recipients

    Would like ability to add a name for external parties when adding recipients to a sign request.

    Currently for external sign recipients, we can only include their e-mail address. As a result, the name of the signer is not included the signing log file. With only an email address it can be difficult to identify the person that actually signed.

    Note: Understand that the adding the Name field to a sign request will populate it on the signing log but looking to input this at the send stage.

    4 votes

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  6. Change/correct signer email address after signing has begun (another signer already signed))

    Just discovered an issue on box sign. I try to revise the email to correct it but then it tells me it can't be changed because at least one other person has already signed. We need to be able to make corrections to the senders if the email bounces without having to start all over.

    3 votes

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    1 comment  ·  Box Sign  ·  Admin →
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  7. Ability to create a stamp template for my company within Box Sign

    I work in the field of mental health, where they require a visible "stamp" that denotes who received a document and the date it was received. It would be very helpful if I had the ability to create a stamp template within Box Sign which can fulfill this requirement. Currently, we would have to create a new stamp any time a document would need to be stamped, which is very time consuming. The only way around this currently is to physically stamp the document and then upload it, which is also time consuming.

    2 votes

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    1 comment  ·  Box Sign  ·  Admin →
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  8. Create a default Email Notifications message for all senders

    The 'message' sent with a Sign document is very generic. I's like the ability to configure the standard message, then allow it to be edited before a Sign document is sent.

    1 vote

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  9. Box Sign links in "completed" emails are insecure

    Box Sign sends an email to a signer (subject "Completed: [name of document]") after all the documents have been signed. This link gives anyone with the link access to the document in question with no additional authentication (e.g. MFA, password, Box login) needed. This link ignores folder or Box Shield settings restricting the use of shared links and cannot be manually removed or expired. Email, without any additional protections, is not considered secure enough for transmittal of certain types of protected information (e.g. patient health information under HIPAA). A bad actor who grabs this post-signing email from a patient who…

    6 votes

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    1 comment  ·  Box Sign  ·  Admin →
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  10. Box Sign - Save and Finish later option for signers / preserve information provided by signers without completing the request

    Signers have requested a "Save and Finish Later" option, so they can partially fill out and save it, close and come back later to continue filling out where they left off. This is a feature docusign has and would be great to have on Box sign as well.

    3 votes

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  11. People who reassign should still receive emails about that document

    My workflow requires me to send documents on to agents, who review documents before sending on to their clients to sign (via 'reassign').

    After reassigning, the agent no longer receives information about the document. This seems counterintuitive, and isn't in line with other online document signature services. I can't think of a reason why you would need to be removed from the email chain like this. If you no longer need to know about the document, you can simply ignore the final email about its completion, but if you do, currently you would have to rely on someone still in…

    4 votes

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    2 comments  ·  Box Sign  ·  Admin →
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  12. Add Box Sign as an option in MSFT Teams approval workflows.

    In MSFT Teams there is an approval workflow which has e-signature as an outcome. Currently the only options are DocuSign or Adobe Sign and we would like to utilize Box Sign as the solution as opposed to DocuSign or Adobe Sign.

    6 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  13. Extract pages and request signature in Box Sign

    It would be great to be able to extract specific pages from a box document and request signature on those pages, without sending the entire document or having to save/print the pages to a new file first.

    1 vote

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  14. Request corrections from a signer

    I want to request a signer correct the information given on a form without having to create a completely new form (due to the document being signed). It's frustrating having to create and resend a form because one person has mistakenly inputted information with a typo. It's difficult to get signatures from people to start with, and it's even harder getting them to resign documents because someone else made a mistake.

    Ideally, we could review the form, and request an update to a specific field and have the correction reflected in the document log for audit purposes.

    2 votes

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    1 comment  ·  Box Sign  ·  Admin →
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  15. Provide a file for Box sign recipients

    Add the possibility to provide a file (csv, or other) who lists the email addresses of the recipients.

    1 vote

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  16. Ability to apply Box Sign template to document that is generated from another system of record to execute for signature

    Currently a document is generated from a system of record pre-filled with fields such as customer name, date, claim number, etc. Within DocuSign, you have the ability to apply a template to the document so that the signer fills out the remaining fields and signs the document.

    13 votes

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  17. Message template aligned with Sign template

    Ability to have message templates aligned with the Sign templates. Modifications to send messages are done per message, even if template is set-up. 

    template needs to be on each document

    Example:  Please Sign xyz document, does not populate from document name.

    2 votes

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  18. Keep track of declined documents with the comments visible.

    When a document is declined, the reason why it was declined is only available in one e-mail.
    It should be available on the document as well as in the web interface. I could put a comment on the document (why I wanted to reject it), and in the Reject field, but only the reason in the reject field was kept and only available in the e-mail that was received. After that, in Box SIgn, you see that the document was declined, but you d'ont know why. That is a huge limitation.

    6 votes

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  19. Box Sign - Fields are tall and wide and need to be resized.

    It's time consuming to have to resize the Signature field and Date field. The initial field is too tall for most signature spots and the Date fields are too wide. After a person signs, the signature box covers other words if not resized before. Could the default size of the fields be adjusted?

    4 votes

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  20. Box Sign via Text / SMS

    Make it possible to send documents to be signed via text messages and other apps, such as WhatsApp, etc. Many of our clients don't have email addresses.

    50 votes

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    3 comments  ·  Box Sign  ·  Admin →
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    Box Sign via Text/SMS is not under consideration for the future 2024 roadmap due to other priorities and effort. 

    Please continue upvoting the request, we will review this request again next year. 

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