Help shape the future of Box
Welcome to Box Pulse, our product feedback tool powered by UserVoice. Got an idea for how to improve Box? Share it with us and gather support or vote on other people's ideas. Your feedback is essential to informing roadmap decisions and shaping the future of our products. Thanks for joining our community!
See user guide here.
286 results found
-
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 ()…
54 votesWe 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?
-
Automatically add date to Sign request
Currently, you need to manually add the date field to a sign request. The date field should automatically be added to all sign requests given the date information is always needed with a signature.
14 votes -
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 votesBox 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.
-
Save password settings in template definitions
I would like to be able to save password settings for each recipient in the template definition.
If a customer-specific template has been defined and a password has been agreed upon with the customer, this will save the time and effort of setting a password each time.(Japanese)
テンプレート定義に受信者ごとのパスワード設定を保存できるようにして欲しい。
顧客専用のテンプレートが決まっており、かつ、顧客との間でパスワードの取り決めもなされている場合、毎回パスワード設定を行う手間が省けます。16 votes -
14 votes
-
When creating a sign template,I want to specify a location for saving requests in a folder different from where the template is saved.
When creating a sign template, I want to specify a location for saving requests in a folder different from where the template is saved.
Currently, when a request save location is specified in a template, the template is also saved in the specified request save location.
If I move the template file to another folder, the request save location set in the template will also change to the destination folder.
I don't want to re-specify a different folder to save the request each time I create a sign request from a template.
サインテンプレート作成時テンプレートの保存場所とは別のフォルダにリクエストの保存場所を指定したい。
現在、テンプレートでリクエストの保存場所を指定すると、テンプレートも指定したリクエストの保存場所に保存されます。
テンプレートのファイルを別のフォルダに移動するとテンプレート内に設定したリクエストの保存場所も移動先のフォルダに変わってしまう。
テンプレートからサインリクエストを作成するたびにリクエストの保存場所を別のフォルダに指定しなおすのは避けたい。
19 votes -
Box Sign - Fields filled out become metadata
Box Sign - Fields filled out become metadata
41 votesWe 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 about how you would use metadata and how it will improve your experience with Box Sign. Support this suggestion so we can prioritize it accordingly.
-
Combine multiple files sent via Box Sign into single output file.
Please add the ability to export multiple files sent via Box Sign as a single pdf.
23 votes -
Remaining files that are no longer needed when using templates
When creating a signature request from "Use Template", a file with a () at the end of the file name is created, and furthermore, when using the "Replace" function, the file remains in the folder.
The remaining files should be deleted when no longer needed.
「テンプレートを使用」から署名リクエストを作成する際に、ファイル名の後端に()のついたファイルができ、さらに「置き換え」機能を使うとそのファイルがフォルダに残ってしまう。
不要となった残ファイルは削除されることが望ましい。
14 votes -
Accept Box Sign Terms of Service Disclosure Once instead of every time
Every document that we sign has us mark a check box for the Terms of Service Disclosure. It would save time if we could accept one time and it applies to every sign document thereafter.
6 votes -
Limit the characters allowed in a text field (either via the markup page or through a parameter in the template tags) (e
It would be nice to limit the characters allowed in a text field (either via the markup page or through a parameter in the template tags) (e.g. '[[t|1|m:1|limit:300]]). This way users can't type in an essay, typing OVER existing text already in the PDF
4 votes -
Prepare documents for signature within the embedded signing experience
My prospect is a software company for freight, shipping & analytics looking to revamp their doc management and eSign process. They have a high volume of docs, like rate confirmations letters, that need to be sent from brokers to carriers for signature. We have run into a technical gap that Box Platform + Box Sign do not have an API for doc prep in an iFrame. Doc Prep URL as it stands today cannot be embedded. Prospect does not want brokers to go outside of portal to a Box URL window.
3 votes -
Box Sign requests default "my requests" folder
Box Sign requests default to save into a "my requests" folder for all users. We don't always need the sign request saved into our regular Box folder structure and having a separate place for each user to send their requests to would be more beneficial.
23 votes -
Ability to save a sign request as a draft | draft sign request
When preparing documents, there is no feature for draft-saving. This would be very helpful to have.
14 votes -
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 -
Ability for admin to configure expiry duration of open links that are sent to recipient's
Box Sign uses open links to distribute completed agreements to all recipients. This open link expires after 14 days. Some customers want to make this shorter or zero to protect sensitive information and some other customers want to make it longer as recipient's dont want to create accounts in order to access the agreement after the 14 day period.
Please add a feature in admin console so that the admin can decide the expiry period for their enterprise
4 votes -
Provide a reason when cancelling/deleting a Box Sign request
Provide reason for cancelling a Box Sign request
17 votes -
Ability to set delegator on Box Sign prior to sending out document to be signed.
The idea is similar to adobe sign where we can assign a delegator to fields which basically means it forces that person to delegate the document for signature. I know box sign already has delegation which is called 're-assign request' but this is not ideal as some of our teams have noticed where people cut corners and sign on behalf of that person.
This way it can be enforced from the get go.
13 votes -
Box Sign - ability to disable in-person role
Currently, malicious user will easily be able to impersonate the recipient. To prevent fraud, disabling in-person role is necessary.
5 votes -
sign template versioning
The ability to version control Box Sign Templates. Within the life science space you have to be able to prove that a form that was filled in and signed used the latest version of the form at the time of signature.
2 votes
- Don't see your idea?