Box Status

sending doc to people to e-sign

Answered
Follow
New post
Ginger Parish

I loaded a doc that I want people to sign agreement for. I entered each email address. I cannot figure out how to actually send it to the people for their signature. What are the details of this process?

0

Comments

3 comments

Date Votes
  • KATHLEEN HOOD

    Do you have a DocuSign account? That is much better for having people sign documents. But if you need to use Box, it might be better to send them a link to the file that is in Box. When you see the file in the folder, if you hover your mouse over it, to the right is a link icon. If you hover over the link icon, it says "Copy Shared Link." Then you click on that, and there are various levels of people who can access it (people in your company or anyone with the link, etc.), which you can set. Then you just copy the link and paste it into an email to them.

    0
    Comment actions Permalink
  • France

    Hi Ginger, 

    Welcome to the Box Community, I'm happy to help!

    This sounds like an opportunity  for you to use Box Sign. Box Sign enables you to seamlessly and easily collect electronic signatures on shared critical content, and keep your important business processes smoothly flowing. 

    Examples of Box Sign features:

    • Send documents to the people who need to sign them.
    • Choose the order in which people need to sign.
    • Add signature fields, date fields, text fields, and checkboxes.
    • Create optional templates with saved settings for quick and easy re-use.
    • See the status of each signature request you've sent.
    • Send automated and manual reminders to people who haven't yet signed.
    • Generate reports summarizing your signature requests.
    • Change in-flight sent signature requests.

    This article may be helpful to get started with Box Sign: https://support.box.com/hc/en-us/articles/4401823113875-Box-Sign-guidance 

    If you have questions, please let us know and we will help you!

    Regards, 

    0
    Comment actions Permalink
  • Ginger Parish

    Help! I am trying to get this doc out to people who need to sign. I followed everything in the article suggested, but the “Send Request” button is all greyed out and unresponsive.

    I’m tearing my hair out! Why is it not allowing me to send? 
     
    I am leaving town tomorrow AM, and so have to get this out today(Tues 1/3)! 
    Thanks! 
    0
    Comment actions Permalink

Please sign in to leave a comment.