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Enabling Box Sign

  • Posted Updated

 

Box Sign is now available on all business (Business , Business Plus) and enterprise (Enterprise, Enterprise Plus, Enterprise Suites) plans. Box will notify customers before Box Sign becomes available on Starter plans.

 

If you're an admin or co-admin with edit permission in an instance of Box Sign, you can:

  • Enable Box Sign for everyone in your organization.
  • Enable Box Sign only for up to one hundred individuals you designate in an "allow list".
  • Enable Box Sign for everyone except for up to one hundred individuals you designate in a "deny list".
  • Disable Box Sign for all users.

 

Enabling Box Sign 

 

IMPORTANT: During the roll-out of Box Sign, it will be defaulted to off in the instances where it is available.  After an admin or co-admin enables Box Sign, all requests that are sent through it will currently present a default Electronic Record and Signature Disclosure from each requestor to each signer. To add a custom Electronic Record and Signature Disclosure for your enterprise, see this article

 

EnablingBoxSign_Sign.png

 

To enable co-admins to access Box Sign permission:

  1. In Admin Console, in the left sidebar click Users & Groups.
  2. Click Managed Users.
  3. Click the name of the co-admin to whom you want to grant access for Box Sign permission settings.
  4. Scroll down to the Edit User Access permissions section.
  5. In the Sign subsection, click View and edit Sign permissions.

Also ensure Edit User Access permissions > Reports and Settings > Edit Settings and apps for your company is enabled for co-admins.  

 

EnablingBoxSign_EditUserAccessPermission.png

 

 

To enable Box Sign for your managed users:

  1. In the Admin Console, in the left sidebar click Enterprise Settings.
  2. In the top of the window, click Box Sign.
  3. Under the Box Sign enablement option, click Edit Configuration. Box displays the Configure Sign window.
  4. Click the enablement options you want.  If you enable Sign for select users, or for everyone except select users, type the names or email addresses of the individuals you want to allow or deny, respectively. You can enter up to 100 names or email addresses.  If you want to enable or disable more than that, you'll need to enable or disable Sign for your entire organization.
  5. Click Save.

 

IMPORTANT:  If someone has permissions to access and read files or folders in the file system associated with signing, this person will be able to see the status of requests that have been sent, including who they were sent to and whether the recipients have acted on those requests, even if the Box admin has not enabled this person to access Box Sign. However, although they will be able to see the status of existing requests, users who are not enabled to access Box Sign will not be able to initiate new signature requests.


Enabling Box Sign templates

Enable templates to allow people to create, edit, or delete Box Sign templates.

To enable Box Sign template creation for your managed users:

  1. In the Admin Console, in the left sidebar click Enterprise Settings.
  2. In the top of the window, click Box Sign.
  3. Under the Templates permissions option, click Edit Configuration. Box displays the Configure Template Permissions window.
  4. Click the template options you want.  If you enable Box Sign templates for select users, or for everyone except select users, type the names or email addresses of the individuals you want to allow or deny, respectively. Enter up to 100 names or email addresses.  If you want to enable or disable more than that, you'll need to enable or disable Box Sign templates for your entire organization.
  5. Click Save.

 

Box Sign access for developers

If your enterprise has access to Box Sign, then any developer is able to build an app that can make requests via the Box Sign API. You can manage which apps have access to your enterprise via the custom apps tab in the admin console. (view the article)

 

2_SimpleApps.png

 

In order to approve apps that make Box Sign API requests, use the custom app tab in the admin console to view app details. If the app has the ‘Manage signature requests’ scope enabled, then by approving apps that have this scope, you will be allowing these apps to access Box Sign via API.

 

3_AppScopes.png

 

If you choose not to grant developer access to the Box Sign API, decline any apps that have the ‘Manage signature requests’ scope enabled. Additionally, turn on the ‘Disable unpublished apps by default’ toggle in the custom apps settings to ensure that all unpublished apps created by a developer within your enterprise require app approval.

Note: If you have OAuth 2.0 apps that are active within your enterprise, you will need to add their client IDs to the ‘Disable unpublished apps by default’ setting to keep them enabled.

 

4_GlobalAppSetting.png

 

 

Generating Admin Reports

If you want to see activity reports regarding Sign usage, follow the instructions from Running Reports and reference the Report Columns and Filters and Running Reports - Box Sign section to see what Sign activity and information are available to filter. 

 

 

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