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Can I set up Box Sign with Salesforce using Salesforce tags?

  • August 15, 2024
  • 2 replies
  • 269 views
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How can I set up e-signature templates with Box using Salesforce Tags?

Best answer by DavidAtBox

Hopefully this helps https://support.box.com/hc/en-us/articles/19555153787411-Setting-Up-Advanced-Sign-Settings

      2 replies

      D
      • DavidAtBox
      • Box Employee
      • Answer
      • August 21, 2024

      Hopefully this helps https://support.box.com/hc/en-us/articles/19555153787411-Setting-Up-Advanced-Sign-Settings

        dzarazua Box
        • dzarazua Box
        • Box Employee
        • August 22, 2024

        Yes, enable your teams to work directly from Salesforce when requesting signatures and then use SalesForce Flow Support. You can include up to 50 template tags per document to auto-fill from SF object fields

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