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355 results found

  1. 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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  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。

    44 votes

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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…

    11 votes

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    on roadmap  ·  0 comments  ·  Box Sign  ·  Admin →
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  4. Fields filled out become metadata

    Box Sign - Fields filled out become metadata

    102 votes

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    on roadmap  ·  14 comments  ·  Box Sign  ·  Admin →
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  5. 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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    0 comments  ·  Box Sign  ·  Admin →
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  6. 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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    0 comments  ·  Box Sign  ·  Admin →
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  7. 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.

    20 votes

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    not planned  ·  1 comment  ·  Box Sign  ·  Admin →
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  8. 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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  9. 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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  10. 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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    0 comments  ·  Box Sign  ·  Admin →
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  11. 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.

    62 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. 

  12. 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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    0 comments  ·  Box Sign  ·  Admin →
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  13. 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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  14. 25 votes

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  15. 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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  16. Enable Sign request to have a different name than the file name

    When uploading or renaming a file, the name of the first file becomes the name of the request.
    In some cases we want to differentiate between the two since the file can be more generic and the request can be more personal, e.g. a contract template.
    We want to separate the file's name from the request name, making sure we propagate the request name to emails and signing logs.

    2 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  17. Ability to schedule sign request for a specific date and time

    Currently you cannot schedule the sign request if you want to send to the signer at a particular time or date. For instance: if your signer is located in another time zone and the sender wants the signer to see the sign request at a particular time (morning 9 am maybe) - the sender does not have the ability to do so. Sender should have the ability to schedule the sign request.

    6 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  18. Approval Notification Emails: Route to Document

    When an approval process is completed, the notification email that goes out to the requester does not have a direct link to the document that was approved. Since there isn't a way to name template-based Sign requests so that they can be easily identified, it would be helpful to include a direct link to the document that was approved.

    1 vote

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    0 comments  ·  Box Sign  ·  Admin →
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  19. Scheduling documents with Box Sign

    It would be very beneficial for us to be able to schedule documents that require review and signature to be sent at a predetermined time. We use SIgn to send people involved in our investigations (higher ed Title IX) documents, so it is easier to preschedule things then have to do them at various times.

    4 votes

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    0 comments  ·  Box Sign  ·  Admin →
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  20. Ability to resize the signature box for signers

    Currently, Box's functionality does not allow the signer to change the size of the signature area.
    If the signer has a large number of characters or strokes and the signature area is small, it will be inconvenient because the signer's name will be difficult to read.
    Therefore, we would like to implement a function that allows the signer to change the size of the signature area.

    (日本語)
    タイトル:Box Sign上で陰影画像のサイズを変更したい

    現在Boxの機能では署名者側で署名箇所の大きさを変更する事ができません。
    署名者の文字数や画数が多い場合に署名箇所が小さいと署名者の名前が見にくい為不便です。
    その為、署名者側でも署名箇所の大きさを変更できる機能の実装を希望します。

    6 votes

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    0 comments  ·  Box Sign  ·  Admin →
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