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Salesforce Integration Recipients

  • Apr 15, 2025 9:14 AM UTC
  • 1 reply
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Hello,

I’ve have setup Box Sign request from template in saleforce, currently the sender of the sign request is viewer by default, is there a way to setup a template that the sender is always the first signer of the template?

    1 reply

    • DavidAtBox
    • Box Employee
    • Apr 15, 2025 4:19 PM UTC

    In the Box Sign Display setting you can set them in the prefill signers. 

    Please note that Box for Salesforce does not currently support Box Sign templates. 

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