DocuSign® is the Global Standard for eSignature™, helping customers securely collect information and payments, automate workflows and sign anything anywhere, anytime. It is used anywhere that a signature is required, like offer letters from recruiting teams, contracts for sales to sign and signatures for lease agreements, reports and NDAs.
Box for DocuSign is an integration that allows a user to easily create a document, red-line it, share it, send it out for signature with DocuSign and save it back to Box for secure storage and sharing.
Some specific use cases include:
Contracts: Red-line or edit drafts. Collect signatures on the clean copy.
HR paperwork: Send templated NDAs or extend customized offer letters.
Field service: Complete checklists and gather signatures from customers.
Internal approvals: Sign off on marketing collateral, purchase orders, or product management documentations.
Once the integration is added, users can then easily select a file from their Box account, preview it within DocuSign, and send it for signature without leaving the DocuSign application. The completed file is then saved back to Box and DocuSign.
What types of Box users can leverage the new Box for DocuSign integration?
All users can access the Box for DocuSign integration, including Personal, Business and Enteprise users.
How do I add Box to the DocuSign interface?
To add Box to the interface, choose Box from the left-hand side menu in your DocuSign interface. Once added, you can then easily select a file from their Box account, preview it within DocuSign, and send it for signature without leaving the DocuSign application. The completed file is then saved back to Box and DocuSign.
Note: The first time you make use of this integration, you will be asked to log in using your DocuSign credentials or your organizations Single Sign On credentials. You cannot create a DocuSign account from within the integration.
Does Box also integrate with DocuSign on mobile devices?
In addition to the web-based integration, a Box OneCloud integration also exists where you can sign any document from your mobile device and save the updated document in Box and DocuSign.
How do I sign a document with DocuSign?
After a DocuSign document is sent, signers receive an email asking them to review and sign the document.
To sign the document:
Click the email's Review Document link. This can be done on a computer or mobile device.
When prompted, agree to use electronic records and signatures and click Continue.
Review the document and click on the Sign icons, Initial icons and text fields to sign the document.
Choose a signature/initials style or sign your own signature using the mouse or touchscreen. Then click Adopt and Sign.
At the end of the document, click Finish to send the completed document.
If you are having issues with the integration, try resetting your association using the following steps:
Open your Account Settings, under your name or profile picture in the top left corner.
You will see a list of apps linked to your account. Find DocuSign and click Reset Association. You will need to re-enter your credentials upon next using the integration.