Box's ready-sign link feature enables you to create a link to a signature request that you've created from a template. Use this link when you want to post a signature request on a public form — such as an email, social media post, or web page — without knowing who the signers will be.
People sign these requests through either desktop or mobile devices.
When a recipient uses the link to access the signature request, Box prompts this recipient to provide an email address and sends this recipient a unique access code, which the recipient must use to view the signature request.
The ready-sign link feature is available to Enterprise-plus customers. To use the ready-sign link feature, your enterprise's Box admin must enable you to use Sign templates and ready-sign links.
Note: The ready-sign link feature is limited to Enterprise + customers and not available to Box Verified Enterprises. To learn more about Box Verified Enterprises, click here.
To create a Ready-Sign link:
- In your Box account window's left menu bar, click Sign.
- At the top of the Sign window, click Templates.
- Hover on the template you want to send for signature.
- Next to the template's name, click the ellipsis "..." and select Ready-Sign Link.
- In the Ready-Sign Link window, ensure Link is active is selected, and click Link Settings.
- In the Link Settings window, type instructions for the signer, choose where to save the request, and select the notification options you want to enforce.
- Click Save.
- In the ready-sign link window, click Copy. This copies the signature request's link.
- Paste the copied link into the form where you'll request the signature. Signers will click or tap this link to access your document for signature.
If you're an owner of a Sign template used in ready-sign links, Box enables you to see the status of those signature requests.
To see the status of signature requests sent through ready-sign links with a template you own:
- In your Box account window's left menu bar, click Sign.
- At the top of the Sign window, click Sent Requests. Box displays a list of sent signature requests that use your template, including those sent as Ready-Sign links.
- At the top-right of the window, beside the Search requests field click the filter button. Box displays the filter menu.
- In the filter menu:
- Under Status, check the statuses you want to view.
- Under Incoming from, check Ready-Sign Link.
- Press your keyboard's Enter key.