Can Box Sign automatically detect required signers and place signature fields based on a document?

Hi everyone,

I'm trying to automate our document approval process and wanted to see if anyone has implemented something similar.

Here's our current workflow:

1. A Word document/template is completed.

2. Depending on the document, different people may need to sign. For example:

   • Sometimes A, B, and C

   • Sometimes A, D, and E

   • Sometimes B, C, and F

3. I receive the document and manually create a Box Sign request.

4. I manually add each signer.

5. I manually create every signature field and assign it to the correct signer.

6. I send the request.

The most time-consuming part is manually determining who needs to sign and then creating all of the signature fields every single time.

Ideally, I'd like the process to work like this:

• The system reads the document (or metadata within the document).

• It determines which signers are required.

• It automatically creates the Box Sign request.

• It assigns the document to the correct signers.

• It automatically places the required signature fields for each signer.

• It sends the signature request without manual intervention.

I'm open to using Box Sign APIs, Box Relay, Power Automate, webhooks, or any other supported integration if that's the recommended approach.

Has anyone successfully automated something similar?

Specifically:

• Can Box Sign dynamically determine recipients from document content or metadata?

• Can signature fields be created automatically through the API?

• Is there a recommended architecture for this type of workflow?

• Are there best practices for integrating Box Sign with Microsoft 365 or SharePoint to accomplish this or maybe integrating an AI?

Any guidance or examples would be greatly appreciated. Thank you!