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355 results found

  1. Custom notification for box relay and box sign.

    Would be good to have more flexibility in selecting notifications, and have the users select which notification is essential for them. There is too much notification when using box relay and box sign, especially when the relay is used within a team.

    2 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  2. Add signature without needing to select default on every document

    I manage 10-30 or more unique documents/invoices for accounts payable purposes on a regular basis. In DocuSign I can manage many documents, and I have 1 signature that is auto-filled for me when I add the Signature field. Although I only have 1 Saved signature In Box Sign, the extra pop-up window prompts me to select the 1 signature I have that saved in signature apply it to every document individually, resulting in additional clicks on every document. I'd like to request that this be a Box Sign enhancement to consider for all clients, to auto-fill if we have selected…

    7 votes

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    2 comments  ·  Box Sign  ·  Admin →
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  3. 4 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  4. 4 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  5. Box Sign Admin Reporting

    Various standard and custom reports setting out the activity and usage of users, signature requests etc., specific to Box Sign for the admin to view and track.

    4 votes

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    1 comment  ·  Box Sign  ·  Admin →
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  6. Share Box Sign templates

    Ability to share Box Sign Templates. This is not an existing feature. If a user has created a Sign Template, and that person (Owner) is unavailable, we need other team members to have the ability to modify the Sign Template.

    This is not the same as copying the Sign Template to a folder and then sharing the folder. This simply allows others to "use" the template but they can't modify the template. Thank you.

    5 votes

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  7. Box Sign notifications: a setting to group notifications sent to signers in case of many docs sent for signing during the day

    Sometimes our managers receive several docs for signing during the day and it's not convenient to be pinged by the requests during the day, also there is a chance to miss something if they don't sign immediately.
    We'd like an option to group such notification in order that the employee receives one notification per day with all docs they need to sign.
    It may be nice to have it as a company-wide setting for those who don't have an account in Box and a personal setting where a user can overwrite the company settings, if the user has a Box…

    1 vote

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  8. Add "role" field to user Sign profile for Box Sign GxP

    Role is an important component of a signing event in a GxP context. We would like to see a "role" item that is associated with each user that is added to the signature block when a document is signed and is then surfaced in the signing log.

    4 votes

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  9. 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。

    39 votes

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  10. Fields filled out become metadata

    Box Sign - Fields filled out become metadata

    94 votes

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  11. Box Sign mask user inputs from other signers

    Currently Box Sign fields are visible to all users in the signing process. When users provide sensitive information (PII, PHI, financial information) as part of a signature process, we need to be able to hide that sensitive data from other signers in the process.

    Ex: Application for benefits reveals assets and income from the applicant but an approver in the process should not be able to see those individual fields (SSN, bank account numbers, disability status).

    12 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  12. Accept Box Sign Terms of Service Disclosure Once instead of every time

    Every document that we sign has us mark a check box for the Terms of Service Disclosure. It would save time if we could accept one time and it applies to every sign document thereafter.

    19 votes

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    researching  ·  1 comment  ·  Box Sign  ·  Admin →
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  13. Box Sign - saving email addresses

    Our company will send documents to be signed by the same person every once in a while. We should be able to store email addresses to use for future Sign request instead of having to go search and import the email address everytime. Also, there does not seem to be a way to extend the period of time someone has to sign the document before it expires. We need a way to extend that period before the request expires. If Sign has these feature, it would be as good as any other service like Docusign or Signrequest

    1 vote

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    0 comments  ·  Box Sign  ·  Admin →
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  14. Allow users to click "Use Template" without automatically creating new documents

    When a user clicks "Use Template" - a new version of the document or documents are created regardless of whether a signature request is submitted or not. A user can use the edit template option if they simply want to view it, but there could be many reasons why a user would click "Use Template" and then need to cancel.

    The major issue is when clicking "Use Template", Box automatically creates new version of every document that is present in the template which quickly creates duplicate and content sprawl. My request is to make it so new documents are not…

    9 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  15. Notification should be sent to the SENDER and READERS when request is sent

    An email notification should be sent to the SENDER and any READERS on a Box SIGN request. This should be a setting that is customizable in the NOTIFICATIONS screen. All of the other signing platforms offer this.

    1 vote

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    0 comments  ·  Box Sign  ·  Admin →
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  16. Box Sign Request API rename file

    When creating a Box Sign request via API, the "name" field only changes the name of the signing log. The actual signed file retains the name of the template being used. We really need the ability to decide the name of the file without a second call to rename it.

    3 votes

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  17. Notify person needing a copy that others still need to sign

    Since there is no portal/no way to know when another member as sent a signature for tracking and workflow purposes, people need to be aware that signatures have gone out.

    1 vote

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  18. Box Sign: Document ID on the header/footer of the document

    We would like to add the Document ID number on the header or footer of the documents when we finished signing with Box Sign. We understand that the hard copy is not required as long as the sign is done with Box Sign. But, if we print out the signed document, we can not see any evidence that the signed page is related to the other pages. In the DocuSign, I can see such function.

    5 votes

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  19. Ability to share signing link via text message and other apps

    Make it possible to send documents to be signed via text messages and other apps, such as WhatsApp, etc. Many of our clients don't have email addresses.

    58 votes

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    3 comments  ·  Box Sign  ·  Admin →
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    Box Sign via Text/SMS is not under consideration for the future 2024 roadmap due to other priorities and effort. 

    Please continue upvoting the request, we will review this request again next year. 

  20. Ability to stop signers from downloading and printing a sign doc

    This is important in internal GxP processes where you have to account for every print/download

    2 votes

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    0 comments  ·  Box Sign  ·  Admin →
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