9 results found

1. Prevent file duplication when using template and file replacement

   Box Sign allows the creation of templates that replace the underlying document within a signature request / template while keeping the existing field placeholders in place.
   However, using a different document than the pre-set document will result in duplicate files identical to the original document in the destination folder of the Sign document.
   This means that one unnecessary file is generated each time the template is used once.
   If a template is used 100 times, there can be as many as 100 unnecessary files!
   Of course, this will not occur if no files are replaced. However, it is common to replace an existing document with another and use the Sign template.

   What we really need is a Sign template with the following items set without the documents.
   -Signatures & Fields
   -Recipients
   -The save location

   *The save location should be freely specified, not be the same as the template storage folder.

   In Japanese：
   Signでは、既存のフィールド・プレースホルダーを保持したまま、署名リクエスト/テンプレート内の基礎となるドキュメントを置き換えるテンプレートを作成することができます。
   しかし、事前にセットされたドキュメントとは異なるドキュメントを使用することで、保存先フォルダに元の文書と同じファイルが重複して作成されます。
   これは、テンプレートが1回使用されるたびに、不要なファイルが1つ生成されることを意味します。テンプレートが100回使用されれば、不要なファイルは100個にもなります！
   もちろん、ファイルを置き換えない場合はこのようなことは起こりません。しかし、既存の文書を別の文書に置き換えてSignテンプレートを使用することは一般的です。

   本当に必要なのは、ドキュメントファイルは無しで以下の項目がセットされたSignテンプレートです。
   ・署名フィールド
   ・受取人（リクエスト送信先）
   ・保存場所（ドキュメント格納先）

   ※保存場所は、テンプレートの保存フォルダと同じにするのではなく自由に指定できるようにするべきです。

   Box Sign allows the creation of templates that replace the underlying document within a signature request / template while keeping the existing field placeholders in place.
   However, using a different document than the pre-set document will result in duplicate files identical to the original document in the destination folder of the Sign document.
   This means that one unnecessary file is generated each time the template is used once.
   If a template is used 100 times, there can be as many as 100 unnecessary files!
   Of course, this will not occur if no files are replaced. However, it is common to… more

   49 votes

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   under consideration  ·  4 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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2. 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。

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   44 votes

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   under consideration  ·  4 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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3. 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 created or at least not stored in the destination folder until a signature request is actually sent.

   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… more

   11 votes

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   under consideration  ·  0 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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4. Ability to combine sign templates into one request

   Capability similar to https://support.docusign.com/s/articles/How-to-use-multiple-templates?language=en_US&rsc_301

   25 votes

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   under consideration  ·  4 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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5. Configure ways to sign a document. Example: Disable typed signature

   Give admins or senders ability to disable sender from typing signature

   Amy Hudson - it is for a customer who is a CPA and he said that for what they do it can be an issue/requirement that for e signatures to be accepted it needs to be drawn not typed

   Denise DeLisser - I also have a customer (Shriners). They require drawn signatures for some of their consent forms and would love if we could enforce/require a specific signature type.

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   30 votes

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   under consideration  ·  10 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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6. Support custom / personalized email messages for individual recipients

   We would like to have the ability to send private messages to individual recipients as DocuSign does
   https://support.docusign.com/s/document-item?language=en_US&langSet=1&bundleId=ulp1643236876813&topicId=voe1578456350694.html&_LANG=enus

   25 votes

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7. Support for Qualified electronic signature (QES)

   Supporting Qualified Electronic Signature through 3rd-party identity validation would be incredibly useful as it's required within the EU for some categories of processes

   42 votes

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8. More Granular options for Box Sign Reminders

   Right now the reminders for Box sign are pre-set to:
   "day 3, 8, 13 and 18"

   We would like to be able to set when we would like reminders to be sent rather than be limited to those options.

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   33 votes

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9. Box Sign - Make PDF form fields fillable

   Box Sign does not currently recognize embedded PDF form fields. You can add a text, date, checkbox, or signature field to a PDF document, but the original form fields are unavailable (but left intact).

   Use case: We ask our contractors to complete IRS W-9 forms using the standard IRS fillable PDF forms. If Box Sign could recognize the embedded fields in the IRS forms, our contractors could fill out, sign, and file the forms in one process. As it is, we will have to send them the fillable PDF form, ask them to fill it in and send it to us, and then send it the filled form back to them for signature.

   Box Sign does not currently recognize embedded PDF form fields. You can add a text, date, checkbox, or signature field to a PDF document, but the original form fields are unavailable (but left intact).

   Use case: We ask our contractors to complete IRS W-9 forms using the standard IRS fillable PDF forms. If Box Sign could recognize the embedded fields in the IRS forms, our contractors could fill out, sign, and file the forms in one process. As it is, we will have to send them the fillable PDF form, ask them to fill it in and send it to… more

   53 votes

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