Creating a Template

Dropbox Sign templates allow users to format a document once and then save the prepared document in Salesforce. When the template is opened for use, the previously saved formatting holds, and the signing flow can be initiated without having to drag and drop fields again. Templates are perfect for high volume documents like sales contracts, tax forms, investment agreements, HR paperwork, rental leases, and more.

STEPS from Dropbox Sign Templates tab

  • Navigate to the Dropbox Sign App and click Dropbox Sign Templates tab
  • Click New or New Dropbox Sign Template

STEPS from Use Dropbox Sign button

  • Navigate to any object that has the Use Dropbox Sign Button
  • Choose any record on the object
  • Select Use Dropbox Sign

  • Choose Create Template