Getting Started with Box Sign

What is Box Sign?

Box Sign is a secure, seamless e‑signature solution built natively into Box to eliminate content silos, reduce risk, and simplify signature-driven workflows. With Box Sign, senders can select who needs to sign, approve, or get a final copy, specify the signing order, configure signer authentication requirements per sign, and include various fields such as signature, initials, date signed, name, and more.

You can use Box Sign to:

• Sign and request signatures on 40+ file formats
• Request signatures for group signing, serial and parallel routing.
• Track signature process in real-time, enable email reminders and deadline notifications.
• Initiate automatic signature requests and downstream actions via Box Relay.

Table of Contents:

• What is Box Sign?
• How does Box Sign work?
• The Signer Experience
• Beyond the Basics: Use Box Sign for complex signature use cases
• Using AI with Box Sign

Key Benefits

• Secure, compliant signatures where your content lives - inherits Box security and compliance, including HIPAA, SOC, ISO, FedRAMP High, and more.
• Reduced business risk - tamper‑proofing, signer authentication, and controls for sensitive content via Box Shield.
• Seamless user experience - sign and request signatures directly within Box and across integrated apps.
• Cost predictability - unlimited signature requests from the Box web app for customers on Box Business and above; expanded unlimited requests via integrations for Enterprise Plus and Enterprise Advanced customers.
• Modernized workflows - automate post‑signature actions, eliminate paper, and accelerate processes.

Box Sign works best for:

• Sales: client contracts, NDAs, change orders.
• HR: offer letters, onboarding documents, promotions/transfers.
• Procurement: vendor agreements, RFPs/bids, mutual NDAs.
• Legal: pre‑approved contract templates, M&A/VC/equity agreements, regulatory compliance documents.
• Marketing: agency SOWs, partner co‑marketing agreements, speaker agreements.

How does Box Sign work?

You can begin the Box Sign workflow from the following locations:

• Preview Mode: Open the document, click the Box Sign icon in the right-side application bar, and select one of the options from the drop-down list. Options are Request Signature and Sign Myself.
• Files: Hover on the document, then click the ellipsis button ("...") and select Sign. Select one of the options - Request Signature or Sign Myself.
  • For multiple files - select the documents and click the ellipsis button ("...") in the top right corner of your screen. Select Sign and choose one of the options: Request Signature or Sign Myself.
• Navigation Pane: Click the Box Sign icon in the left sidebar to access the Box Sign homepage.

Note: The Box Sign signature request process can also be triggered from a Box Relay workflow.

Step 1: Recipients

• Add each recipient or groups of recipients who need to recieve or be notified of the signature request.
• Modify each recipient by clicking on their name
  • Assign each recipient a role (signer, copy recipient, approver)
  • Choose whether to apply an additional recipient authentification control (Box login, SMS authentification, or password)
  • Specify the signing order if needed

Step 2: Signatures and fields

• Drag and drop relevant fields directly onto the document
• Click on each item to assign to recipients, mark as required, and customize

Step 3: Finalize the details

• Select a Save Location where the signed copy of the file will live after the process is complete
• Set automatic email notifications to remind recipients to complete the request
• Customize final file naming conventions or save this request as a template for future use

Step 4: Send the signature request

• Once the document has been prepared with the relevent fields, recipeients, and settings, click “Send Request.”
• Recipients will receive an email with a link to the file to begin signing.

The Signer Experience

A signer does not need a Box account. Anyone can sign, and the signed copy is automatically shared with them via email. If they have an existing Box account, the documents will be saved there as well. 

With Box Sign, signers can:

• Sign at any time, from any place, on any device - on desktop or mobile
• Sign by drawing with their mouse, finger, or stylus
• Sign by typing their name and choosing one of the fonts shown
• Sign by choosing a signature previously saved in their profile

Signers will follow the below steps to complete their portion of the signature process:

1. The signer clicks "Review Document" and must enter the password and accept the electronic record and signature disclosure to continue. 
2. The signer scrolls through the document until a green arrow appears - this guides them through signing the document. 
3. Once signing is complete, the arrow guides them to the "Sign" button.
4. Once your documents have been signed by all signers, everyone receives an email that states, "Document signed."
   1. This email includes a link to the signed copy and the signing log. The signing log offers additional information regarding the signing process like IP address, email address, time stamp, hash code, signature, and more. 

Step 5: Track and monitor your signature requests

Box Sign provides real-time tracking and status information. Once your documents are signed, you can go to the reporting dashboard where you can see the latest status on each document. Once the document is signed by all parties, the status is updated to Signed.

Beyond the Basics: Use Box Sign for complex signature use cases

Box Sign handles more than simple signatures - it supports complex workflows like multi-party signings, conditional routing, and template creation.

Conditional Fields

In Box Sign, you can use conditional fields to create dynamic, responsive documents with fields that adapt based on signer input. This conditional logic streamlines the signing process, ensuring signers only view, fill, and sign the relevant fields that are exposed and assigned to them based on how they completed other fields within the signature request.

Example use cases for the conditional fields include :

• “Yes/No” Questionnaires that show or hide text fields based on radio button or check box selections. For example, display a mandatory text box for more information if the recipient selects the “yes” check box or radio button.
• The identification request section of an application or questionnaire, where a mandatory signer attachment field is exposed if the recipient selects a “yes” check box or radio button requesting identification via a driver’s license or other government issued ID.

Batch Send

If you need to send an individual signature request to various recipients, Box Sign enables you to batch send signature requests. 

Examples of batch send include:

Ready-Sign Links

Ready-sign links enable senders to post a document to a URL which can be published/sent to anyone for signing. Signers click on the link and complete the signing process and receive a copy of the signed document and signing log.

Ready-sign links help address high-volume business processes involving standardized documents such as:

• Customer consent forms
• Conference sign-ups and waivers
• Building entry forms
• Standard NDAs
• Client-initiated requests
• Standard contract documents - such as addendums, customer notices etc.

Templates

Box Sign lets users create reusable templates for future signature requests. Templates store document fields, recipient roles, and signing order so you can send standardized agreements quickly and consistently. By using templates, teams reduce repetitive setup, ensure compliance with required fields, and speed up the signature process for recurring forms and contracts. Templates can be created and stored in your Box Sign dashboard.

Integrations

Box Sign provides off‑the‑shelf connectors that let you prepare, send, and track signature requests without leaving the apps you use every day, including:

• Salesforce — generate and send NDAs, contracts and more from Salesforce.
• NetSuite — collect signatures on contracts, purchase orders, quotes.
• HubSpot — pre‑populate templates with HubSpot data, configure signers, and initiate requests.
• ServiceNow, Slack, Jira, Appian, UiPath, Workato, Versafile docuflow for SAP, Certa, mxHERO Mail2Sign, iManage Work, DiliTrust, and more.

Using AI with Box Sign

You can combine Box’s AI features with Box Sign to generate, prepare, and then send documents for e-signature. 

• Use Box Doc Gen + Box Relay → Box Sign outcome
  • Create a Relay workflow that uses Box Doc Gen to generate a document (for example, from form data or metadata), then add the Box Sign outcome to automatically send that generated document for e-signature.
• Draft or refine signing content with Box AI before sending
  • Use Box AI in Documents or Box Notes to draft contracts, cover letters, or signing instructions (summaries, clauses, email text), then save the file in Box and send it via Box Sign.
  • Box AI features (Q&A, composition, formatting, citations) let you iterate on language and extract the specific text you want to include in a sign-ready document.
• Automate sending via Box Sign APIs
  • Use Box Sign template APIs to programmatically create signature requests from prebuilt templates or newly generated documents. This is useful when integrating Box Sign into automated flows or apps.
• Use Box AI agents and extract features to speed metadata and data capture
  • Box AI extract agents (Preview, Box Apps, or extract API) can autofill metadata or pull signer data from documents to feed into Doc Gen or Relay steps.