Creating a sign template - 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。
fujita naoko
shared this idea
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Elvis Mella (ELC of PBC)
commented
Box Feature Request: Preselect Save Location for Signed Documents
When creating a new template, it would really help our team to have the ability to predefine the folder where signed documents and signing logs should be saved during the template setup process. Currently, the only option is to choose where the template itself is saved, but not the final signed documents.
Since we share templates with a large group (around 60 people), the shared template folder often becomes disorganized. This happens when users forget to manually select a destination folder for signed files, leading them to default to the template’s save location. Introducing this feature would help prevent clutter and ensure signed documents are automatically stored in the appropriate folder. -
Michael Miller
commented
Same issue. Would be nice if that location could be a location that users don't have access to and or turn off the Save Location when using a template, so it only goes to the users My Signed Documents. The way it is now, given user must have View permissions to the folder where the template is saved, if the user does not change the Save Location when using the template, then the files are saved to the same location where the Template is saved where all users have View permissions. Hence all the users can see all the signed documents that are saved there.
The Save Location when users are using a Template should also be a "lockable" field.
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Anonymous
commented
For me this is the key:
"I don't want to re-specify a different folder to save the request each time I create a sign request from a template."
Just let us set new default locations for the "My Sign Requests" and "My Signed Documents" default folders.
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Anonymous
commented
In the current Box sign template, it is necessary to specify the save destination folder for the document at any time.
As a security management, I want to be able to manage signed files and sign logs in one folder.(In Japanese)
現在のBox signのテンプレートではドキュメントに対して保存先のフォルダを随時指定する必要がある。
セキュリティ管理としてサイン済みファイルとサインログを1つのフォルダで管理できるようにしたい。