Hi
I would like boxes to autofill with information Box already knows (like signatory name) when using Box sign. Currently I have to type this all in manually before sending for signature. This is a big sticking point for not moving away from another signature service as it really slows us down.
I see an article on how to do this in SalesForce but why not within Box?
Hi
At the moment, Box Sign does not have an auto‑fill option. However, you can create a template that includes the list of users you frequently send Box Sign requests to. Just be sure to separate each user’s email address with a semicolon and a space (for example: a@box.com; b@box.com; etc@box.com).
In addition, we have a batch send feature, which is available on the Box Enterprise Plus plan. This enables senders to send signature requests in bulk.
If you’re requesting for specific features or have suggestions for Box, we encourage you to share your feedback through Box Pulse. Our Product Team regularly reviews customer input to help inform future roadmap decisions.
Please don’t hesitate to reach out if you have any other questions or concerns.
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