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).
AdminAnonymous
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Box Admin Service
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Totally Agree! I have hundreds of documents that are formatted exactly the same, but have just some small changes to the data of each document. I am not able to apply a single template to each of these but have to upload each doc and create the signature fields on each one manually. So much time can be saved if I can apply a single template to multiple documents. I don't use Box sign for this reason alone.