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Preparing your eSign document in Dropbox Sign

Preparing your eSign document in Dropbox Sign

Owned by Matthew Garrett
Last updated: Jan 17, 2023 by Chris Grigsby
3 min read

Article Index

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 the 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 all leading eSign solutions)

  • Templates must be maintained if the document structure changes.

  • We have seen several customers seek legal advice on whether the traditional approach of initialling every page is still needed with eSign:

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

    • 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" action many times)

    • Customers 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.

When you click Send you will be presented with the Dropbox Sign document page where you can add the information that you want to capture


  1. Select the Signer. All fields that you drag and drop onto the document will relate to the selected signer.

  2. Signature fields to capture either a signature or the initials of the selected signer.

  3. Automatic fields which are captured when the selected signer signs the document.

  4. Standard fields which are used to capture information from the selected signer.

  5. Document tools.

  6. The document to be signed.

  7. The document overview where you will see all the pages.

 

In the example below you can see that we have selected that we capture ;

  1. Each signer's initials against the changes.

  2. Each signers signature.

  3. The date that they signed.

When you click Send you will be returned to the DMS.