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


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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2 replies

  • Participating Frequently
  • 7 replies
  • Answer
  • August 21, 2024

dzarazua Box
  • New Participant
  • 2 replies
  • 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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