Box Sign guidance

Description:

Get signatures from right within Box with Box Sign. In this module, work with a Box specialist to understand the features and functionality of Box Sign, and learn how to approach signature process design, so your organization can benefit from e-signatures where your content already lives.

Preparation:

The following questions are critical and will be asked of you ahead of kicking off this module. Be sure to read these and prepare your answers before beginning work on this topic!

• What are your organizational goals for Box Sign?
• Are you leveraging any e-signature tools today?
• What department or use case have you chosen for this module?  What pain points do they have with the current process?
  • Are there specific document types you plan to use with Box Sign?

In addition to your Box admin(s) and project team, you'll need to bring the following stakeholders to meetings related to this module:

• Relevant line of business stakeholders

Recommended content:

Looking for more information before starting this module, or want to use your credits elsewhere? No problem. Take a look at some of our do-it-yourself resources around this topic:

• Course: Getting started with Box Sign
• Box Sign Knowledgebase

Module details:

• Anticipated customer time commitment: 3-5 hours
• One session to explore Box Sign features and functionality
• Up to two sessions where you'll
  • Review admin best practices for Box Sign
  • Review signature process design documentation
• At the end of this module, you will have:
  • Box Sign administration guide
  • Box Sign feature documentation