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Overview

This article shows the process of adding fields to the eSign document in DropBox Sign.

DropBox Sign Templates

At present, our eSign solution does not support templates that allow you to specify where the fields would be placed on a document. There are several reasons for this;

• If the number of pages or structure of document changes and deviates from the exact setup of the template the templates may not work (we've seen this with large documents/templates with DocuSign and Dropbox Sign)

• Templates must be maintained if the document structure changes.

• We have seen several large builders seek legal advice on whether the "old school" approach of initialling every page is still needed with eSign:

  • All legal advice says this is no longer needed as the pages "cannot be separated" (ie. the reason initials were always done on paper)

  • This means a simple/standard signature for the entire document is more than sufficient, is just as legally binding, and is simpler for customers to complete (ie. rather than hitting the "initial here" button 70 times)

  • These builders are moving away from this, requiring only one eSignature, which means templates are not needed, don't need to be maintained, etc.

Example Document

This example requires two contacts to sign.

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