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BoxSign - apply template to an existing document

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Plum Garland

We're looking to migrate to BoxSign from Docusign. I'm accustomed to being able to apply a template (signature fields, date fields, text fields etc) to an existing document when I upload it/want to send it for signature.

Does the same functionality exist in Box? Using a template seems to just create a new PDF of a template, rather than being able to apply those template fields to a word document (for example) to then be able to send it for signature.

Very frustrating...

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  • France

    Hi Plum, 

    Welcome to the Box Community!

    Have you checked out this article on Creating, using and sharing Templates?
     
    This may be relevant to your problem with the next steps!
     
    If this did not help, do you mind providing more information or even share a screenshot? This will help out other members of the community to answer your question. 
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  • RYON P MORRISON

    I too have an issue where I would like to add a boiler-plate template of general clauses to a lease package. I'd like the general clauses to be a template as they don't change, but then i would like to add those to the lease package when preparing and routing for signature.

     Creating, using and sharing Templates was of no value.

    How can I prepare and route a unique lease form, while adding a generic general clause template to it?

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