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

  • Aug 15, 2024 9:59 PM UTC
  • 2 replies
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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

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      • DavidAtBox
      • Box Employee
      • Answer
      • Aug 21, 2024 7:21 PM UTC

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

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        dzarazua Box
        • dzarazua Box
        • Box Employee
        • Aug 22, 2024 6:33 PM UTC

        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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