5 results found

1. Release a new Sign template that does not pin documents to prevent file duplication

   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

   14 votes

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   gathering feedback  ·  0 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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2. Provide a reason when cancelling/deleting a Box Sign request

   Provide reason for cancelling a Box Sign request

   19 votes

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   gathering feedback  ·  1 comment  ·  Box Sign  ·  Delete…  ·  Admin →
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3. Box Sign: Knowledge Based Authentication (KBA)

   Box Sign: Knowledge Based Authentication (KBA) via integration with LexisNexis for Box Sign.

   IRS requires knowledge based authentication to verify the identity of the person who is signing (confirm social security #, etc. )

   DocuSign doesn't offer this unless you request it and pay extra. Box Sign could require that customers pay extra for this too.

   Mortgage, banking, finance companies require this. 

   5% of all of my customer's signatures require using KBA.

   51 votes

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   gathering feedback  ·  4 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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4. Box Sign - Customize landing page after signature

   Box Sign - Customize landing page after signature

   5 votes

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5. Sign on behalf" or Delegate

   Need ability to have an option on signature page where you can choose to forward to someone else to "sign on behalf" in addition to "reassignment". Use case comes up when a admin assistant or designated party can sign "Jane x on behalf of John" versus just capturing Jane's signature when reassigned.

   80 votes

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   gathering feedback  ·  4 comments  ·  Box Sign  ·  Delete…  ·  Admin →
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