We recently introduced an integration between Box Sign and Box Metadata, connecting your e-signature requests seamlessly with your content ecosystem. By automatically capturing key signature request details as structured, actionable metadata on every signature request, we made agreements easier to find, organize, and build workflows around. This integration enables your organization to track agreements in real time, automate downstream business processes, and maximize your investment in AI.
The initial phase of this integration begins with the ability to automatically create a standardized, read-only Box Sign Global Metadata Template for every signature request. As recipients take action, key transaction details are captured as system metadata and updated in real time, including information such as:
- Request ID & Template ID: Unique identifiers for tracking and template-level data aggregation
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Recipient Status
- SENT - In Progress
- SIGNED - Completed
- CANCELLED - Cancelled
- DECLINED - Declined
- EXPIRED - Expired
- Date Sent & Date Completed: Timestamps in standardized formats
- All Recipients: A comma-separated list of all recipient emails involved in the request
- Sender Details: Sender Email and Sender Full Name
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Recipient Details (Up to 5 Recipients):
- Full Name
- Role (Signer, Approver, and In-Person)
- Last Activity Date: The date in which the signature request was last updated
This metadata is maintained automatically by Box Sign throughout the lifecycle of the request, ensuring it always reflects the latest transaction state.
Because every request uses the same standardized schema, organizations can use this information to search for signature request files more efficiently.
The second phase of this initiative, planned for Q3, will expand on this capability by allowing organizations to map signer-entered fields from the signing ceremony directly into their own custom enterprise metadata templates.
In addition to standardized system metadata, customers will be able to automatically capture business-specific information, such as contract values, employee IDs, customer numbers, department codes, and more, and write it directly to custom metadata templates for use across search, Box Apps, Box Automate, Box AI, and other metadata-driven workflows, like dynamic file and folder renaming.
This feature will enabled by default but can be disabled by Box Admins at any time even prior to the release of the feature. When turned off, Box Sign will not create or update Global Metadata Template instances on your signed files.
This feature is available to customers on Business Plus plans and above only.
Please note: The Box Sign Global Metadata Template fields is available in English only for Phase 1.
To learn more about this release, please see Box Sign Metadata.