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!
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45 results found
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Box Sign - Multiple Documents in One Request
Allow me to add multiple documents to one BoxSign request. This may include attachments that require a signature, need to be acknowledged, or are for reference only. This will not include a signer having the ability top upload documents.
188 votesI am happy to announce we released the ability to send a Box Sign request with multiple files. We will continue to develop this feature in the next few quarters but adding the ability to kick off a multi-document request within Box more easily, add the functionality to our APIs, increase performance as well as streamline our workflows.
Please checkout the feature and add any new request within Pulse. Your feedback matters and thank you all for your comments and suggestions.
For more information on this feature:
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Update Box Sign font and style
Right now the default signature font is much smaller than the date field and the signatures are, to be frank, childish looking. Just give me a boring monospaced font + date, maybe a watermark so that it looks professional. I feel like I'm going to be laughed at if I try and present this as an alternative to Adobe Sign or Docusign as it is now.
72 votes -
Box Sign needs Clickable Link Feature
Box Sign should allow for clickable links within documents out for signature. Our contracts have a link that direct to online T's & C's. I'd migrate over to Box Sign today if that was a feature.
59 votes -
Box Sign: bulk send the same template to multiple recipients at once (e.g. all employees have to sign annual benefits acknowledgment)
Box Sign: bulk send the same template to multiple recipients at once (e.g. all employees have to sign annual benefits acknowledgment)
56 votesWe have released the 'batch send' capability in Box Sign.
This enables senders to send signature requests in bulk by uploading a spreadsheet of contacts and specifying the document. Box Sign will then send out a unique invite to everyone listed in the spreadsheet.
The batch send feature is available on the Box Enterprise Plus plan.
This helps address high-volume business processes including:
- Internal processes like HR sending a building entry form that needs to be signed by all employees working in a facility, or annually acknowledging they they have received and read the employee handbook
- External processes like Legal having to send a notice/addendum to all customers regarding an update on contract language.
For more info, please see Using batch send templates
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Box Sign - Ability to enable/disable for groups
Box Sign Allow and Block list only allow 100 each. Enabling groups would allow customers to configure Box based on defined groups within an organization.
52 votes -
Add initials to the "Signatures & Fields" menu in Box Sign
Many documents (e.g. Wills, contracts) require the signer to initial each page to confirm that they have read and agree with the content of that page. It's also common to have a signer initial a section of a document to confirm that they have read and agree with that section. A typical workflow requires the signer to initial a document one or more times, then sign the document.
48 votes -
Box Sign Template Edit Underlying Document
My customers who use DocuSign today are accustomed to applying a Signature template to a document. For example, I have a contract I am going to make edits to the language of the contract, the date, the dollar amount, etc. and then apply a signature template and send it off.
In Box today, I've found that you can either use a template (but the underlying document cannot be changed) or you can utilize template tags via API (which are handy, but I imagine my less tech savvy clients would find them challenging to set up).45 votesWe've recently released multi-docs support, which as part of it provides the option to replace the underlying document within a signature request / template while keeping the existing field placeholders in place
https://support.box.com/hc/en-us/articles/10304256531731-Editing-Files
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Need more input field types and options for Box Sign
Requested Box Sign Fields: Drop-down boxes, radio buttons, attachments
Requested Options: Conditional fields, KBA authentication, bulk sign, embedded form links
We need more fields and options to be able to adopt Box Sign fully like the current major eSign providers have.
43 votesWe have released the ability for senders to add dropdown, radio buttons and attachments to documents.
Conditional fields and KBA authentication have separate requests. Please upvote them if they can unlock/improve your experience with Box Sign.
Thank you for your votes and helping us to improve Box Sign.
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Box Sign - Add Setting to Require Login
Have option to require login for users to complete a Sign. Allow for same functionality for a user to have some level (even free) of Box, very similar to File Request.
35 votes -
Incorporate Box Sign in Box Relay
Including the ability to ask for signatures with Box Sign as an action on Relay would be useful, just as being able to assign a task which is available at the moment. This is vital especially in the case of approvals that need to be legally valid.
24 votesBox Sign is now integrated with Box Relay. We have introduced a New ‘Sign event’ trigger in Relay based on completed / cancelled / expired / declined document status in Box Sign to Select one or many file / folder / task / metadata / notification outcomes in Relay to build downstream workflow. Kindly check out this link for more details.
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We would like the Box Sign sender experience to revert back to its previous state to show "others only".
Until now, the sender experience for Box Sign has been able to select "Other People Only".
As background, a workflow has been set up in an environment where the signature field is only for non-senders, but the flow has stopped because it is waiting for a signature from a sender who is not in the signature field.
We are aware of a workaround by changing the sender's role from "signer" to "receive a copy," but this has caused a lot of frustration because it is not as easy to operate.
We would like to see the Sender Experience returned to…23 votesThank you for the feedback, the default role of the sender is now changed to "Get a Copy" , the discoverability of how to change recipient role & settings was also improved
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Power forms (DocuSign) equivalent
Box Sign: Enable ability to send contracts through a Shared Link, or similar to DocuSign PowerForm.
23 votes -
Granular control over Box Sign expiration dates
We would like more granular control over the expiration dates for both initial signature requests and the expiration on the completed signed document. We need to be able to offer smaller windows of time for expiration, whether that is based on the number of clicks or a shorter number of days. The shortest time period currently offered is 7 days. Docusign allows expiration after the signer has clicked on a document 5 times or within 48 hours.
We would like to see the same on the completed request as well, 14 days is too long for the Shared Link to…
18 votes -
Box Sign - copy and paste fields.
Box Sign - copy and paste fields.
Sometimes it's really annoying to keep clicking and dragging and resetting who it's assigned to.
16 votes -
Add "Name", "Company", "Title" pre-built fields to Box Sign
Add "Name", "Company", "Title" pre-built fields to Box Sign
16 votes -
Allow Box Sign to work without open shared links
At this time, our organization does not allow open shared links to the world, only those in the organization and those with the folder shared to them (internal and external). We were dismayed to learn from Support and Engineering that Box Sign will NOT function in this configuration, especially considering we feel this is not an unreasonable level of security to have on our folders. We still want to utilize the Sign function - help us out!
14 votesWe pushed a change yesterday to allow for folders and enterprises blocking open links to still allow for signature requests. For more details please refer to https://support.box.com/hc/en-us/articles/4404094709779-Understanding-the-Sender-s-file-storage-and-permissions
Thanks for the patience as we fixed this issue.
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Box Sign: ability to manually pre-fill or auto-populate fields for signers
Box Sign: Enable ability to pre-fill or auto-populate fields on my contract.
E.g. because we know the email is associated with:
FIRST NAME (e.g. "John")
LAST NAME (e.g. "Smith")
COMPANY (e.g. "NoName Inc.")
TITLE (e.g. "CEO")... then I can either manually pre-fill these or have them auto-populate on my contract via the CRM<>Box integration, a ZoomInfo<>Box integration, or otherwise based on the information attached to that person’s Box account.
Obviously, the signer recipient of the contract must also have the option to correct these fields, given there will be circumstances where the pre-filled or auto-populated fields are incorrect.
13 votesWe’re incredibly excited to announce read-only and pre-fill fields in Box Sign, now available to all Box Sign customers! With pre-fill fields, you can pre-fill data within specific fields prior to sending documents. Additionally you can toggle certain fields as read-only, locking field data and preventing it from being modified by signers.
Additionally: Senders can pre-populate data into read-only fields when leveraging Box Sign APIs for prefill tags or the batch send feature, when inputting data into the custom CSV. Now you can leverage Box Sign for high volume use cases with greater control over field data, like employee handbooks, compensation plans, and much more. Template tags will support read-only fields as well, enabling senders with a more streamlined sending experience without the need to manually drag and drop fields and mark them as read-only.
Learn more about read-only and pre-fill fields in this Box Sign article.
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Ability to add branding to Box Sign notifications
Could fall under this request as well "Allow custom logo in Box notifications" - but just had a customer surface the need to add a logo to their Sign notifications, which would escalate the urgency to complete and return the document to the next signature.
12 votesWe've recently released custom branding for Box Sign, with this feature box customers can set their custom logo that will appear on the Box Sign notifications and signing experience
https://support.box.com/hc/en-us/articles/10198995559699-Enabling-Custom-Branding
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11 votes
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Box Sign - additional features request
Additional features for box sign
1. right click on a document in box drive and have the option to set up box sign
2. multiple documents in a single box sign request
3. ability to restrict options for signing so you can force a drawn signature as opposed to having the ability to use the stamp signature
4. ability to edit document after clicking send request
5. ability to edit a template to remove signatories if desired11 votes
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