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✍️ What is Box Sign?

Box Sign allows staff to request and apply electronic signatures to files, without the need for another application (like Adobe Acrobat), while also providing automated messaging and detailed record keeping throughout the signature process.

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Good to know

  • Senders can…
    select who needs to sign, approve, get a final copy, specify the signing order, and include various fields such as signature, initials, date signed and name.

  • Recipients do not need a Box account to receive and sign documents
    Anyone with an email address can receive and sign the documents you sent them.

🎓 Box Sign Training

Box provides a training course for using Box Sign via their Box University service. You will the basic skills you need to quickly and easily integrate Box into your everyday tasks.

Box Training Course - Getting Started with Box Sign

🙋‍♀️ Box Sign Support

Click the links below for documentation on how to use Box Sign.

Sending a single document for signing

Sending multiple documents for signing

Managing documents sent for signing

Signing a document

File storage and permissions

Templates

Note

Storing your templates

If a number of colleagues need to access the same Box Sign templates, make sure you save them in a shared folder on Box. Anyone who needs to access the templates will need to be added as a collaborator (with edit permissions). For more guidance, visit the Box Support article, How to invite collaborators.

❓ Have an unanswered query about Box Sign?

Raise a support request with the Commercial Applications team using the support portal.