Need ability overwrite the files created during replacement on Box Sign
Users use a template to sign PDF documents submitted by end users via Sign, replacing the submitted files. This operation is implemented company-wide, utilizing this template-based process. In some cases, there are dozens of submissions in a single day, resulting in a large number of files being generated daily, which has become quite problematic.
The main problem is that:
1. There is a template1
2. I click “Use Template”, then the system creates “template1copy”
3. I use “Replace” functionality to change the document, then the system creates two files “replacedfile” and “replaced_file which is a signature request”
4. Then the signature request is completed/signed by all parties
In the end in the same folder, there are 4 files:
1. Original template
2. Incomplete request/copy of the template
3. Copy of the “replaced document”
4. Final completed document
And users wants to not have file#2 and file#3 because they create clutter.
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Anonymous
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I have a user who has a similar request to this.
In some cases, files that are no longer used remain in "My Sign Requests" folder.Case#1:
1. Click "Request Signature" and upload a excel file
2. Stop creating a Sign Request (return to previous page)
3. Check files under "My Sign Requests" folder--> An original excel and a copied pdf remain.
Case#2:
1. Click "Request Signature" and upload a excel file
2. Replace a document to another excel file
3. Check files under "My Sign Requests" folder--> An original excel, a copied pdf from an original excel remain.
Case#3:
1. Click "Request Signature" and upload a excel file
2. Change a location to save completed request
3. Send a Sign Request
3. Check files under "My Sign Requests" folder--> Only an original excel remains in "My Sign Requests" folder. (My customer says it should be moved as well as a pdf)