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45 results found

  1. Duplicated emails: You cannot use the same email more than once

    People who created Box Sign templates, can not use them, with their same email in the system themselves, because they get a "Duplicated emails: You cannot use the same email more than once" error.
    Admins creating templates might need to also be able to use these templates, so this needs to be fixed.

    1 vote

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  2. 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 votes

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    4 comments  ·  Box Sign  ·  Admin →
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    We’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.

  3. 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

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  4. 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 votes

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    4 comments  ·  Box Sign  ·  Admin →
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    Box 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. 

  5. 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

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  6. Ability to white label Box Sign so we can send [ company ] Sign agreements from our brand

    Ability to white label Box Sign so we can send [ Company ] Sign agreements from our brand.

    We want to do this in the native user interface WITHOUT API's or custom development, similar to how File Request links can be branded.

    2 votes

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  7. Restricting shared links in Box Shiled's access policy will prevent Box sign from being used.

    Restricting shared links in Box Shiled's access policy will prevent Box sign from being used.
    I want Box sign to be available even if shared links are restricted.

    (detail)
    The Box Sign icon is grayed out and unavailable.
    When hovering your mouse over the Box Sign icon,

    the following message appears:.

    This action is unavailable due to a security policy.

    I have confirmed that this issue occurs when the following 1) or 2) security controls are applied in the Box Shield access policy.


    Security Controls
    Shared Link Restriction
    1)People in your company and invited people
    or
    2)Invited people only


    (Note)…

    6 votes

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  8. Power forms (DocuSign) equivalent

    Box Sign: Enable ability to send contracts through a Shared Link, or similar to DocuSign PowerForm.

    23 votes

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  9. 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 desired

    11 votes

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  10. Add "Name", "Company", "Title" pre-built fields to Box Sign

    Add "Name", "Company", "Title" pre-built fields to Box Sign

    16 votes

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  11. Box Sign - Default values to template fields

    Add default values to template fields. This way some fields can be prepopulated for the signer, but the signer still has the ability to change the field if needed.

    2 votes

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    We’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.


    Learn more about read-only and pre-fill fields in this Box Sign article.


    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.


  12. Allow personalized signatures

    I have a saved signature on my computer that I use. I don't like putting a generic signature on e-documents.

    11 votes

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  13. 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 votes

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    1 comment  ·  Box Sign  ·  Admin →
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  14. Allow box sign envelope/request to be edited by sender after sending

    Our box sign files are typically sent from admin, to an approver/signer being a manager or partner, then sent to our client for signing. We deal in financial & tax documents and so the manager/partner needs to check documents and signing packs for completeness and accuracy before sending. We don't have time to create these packs ourselves as this is an admin task (similar to old style drafting letters and putting them in the post).

    If the manager/partner finds an error, the whole document envelope/request needs to be cancelled and started over again. An error might be in the contents…

    5 votes

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  15. 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 votes

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  16. Send Error Message when it is wrong email address in Box Sign request

    Currently in Box Sign, when you input an email address that doesn't exist, it doesn't give any error and in the interface, it is successfully "sent".

    If there is a feature to let the user know that there is an error because it could not send the sign request, it would be very useful.

    The background of this need is that if there is a typo in an email address and the sender doesn't notice it, they would just assume that the sign request email was sent and there is no way to know that the receiver never received it.

    6 votes

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    We've recently added the requested functionality.

    When email cannot be delivered the sender will receive email notification and the UI will indicate that the email was bounced 

  17. Box Sign: Enable option for File Request to be one of the fields for a Box Sign request.

    Box Sign: Enable option for File Request to be one of the fields for a Box Sign request.

    E.g. Place to upload photograph or picture of Driver's License. Include two options to either: (1) configure place the upload goes to; (2) or configure it to go to the same place as the contract. 

    3 votes

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    1 comment  ·  Box Sign  ·  Admin →
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    We have released the ability for signers to add files to a signature request via a file attachment field that senders can drag and drop within a signature request or document template. This new field allows senders to request additional documentation from signers.


    With the signer attachment field, signers can now upload multiple files per attachment field. Once completed, all attached files and base documents are added to the final, completed signature request and designated destination folder within the sender’s Box account as separate PDFs. Both senders and signers have the ability to download all files individually or as a ZIP file.


    The signer attachment field is available to customers on Enterprise and Enterprise Plus plans.

  18. Signature frame

    Include a signature chrome is made up of the extra Box Sign elements that frame the signature.
    These elements make it easy to recognize the signature as a Box Sign signature

    3 votes

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  19. Allow more options for signers. Add same recipient twice or more in the workflow

    Please allow more options for signers (eg I may need to sign a document in position 1 and position 3), and also allow an option for a cc or recipient only.
    In my professional role we need letters and forms signed. I need to sign the letter before it goes to the client for signing. I then need to sign the tax form after they've signed it. I can't currently do this under the one email address. I can do this in DocuSign.

    I'd also like to allow a cc or recipient only copy to be sent. Sometimes one spouse…

    5 votes

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  20. BoxSign signature upload function should apply to all BoxSign signers.

    I want the scope of the BoxSign signature upload function to apply to all BoxSign signers.

    Currently, BoxSign's signature upload function is only applicable to paid accounts.

    I believe that there are many times when you sign in with a mobile device such as an iPad on the go, without logging into Box.
    In addition, not everyone has a paid account when they request a signature, so it is not efficient for business if people who do not have an account or who have a free account cannot upload their signature.

    Therefore, I would like to see the signature upload…

    1 vote

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