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How to access Dropbox Sign fully from Dropbox

How to access Dropbox Sign fully from Dropbox

Sanjs
Helpful | Level 6

I have a Dropbox Essentials account, which should give me access to unlimited signing in through Dropbox Sign.

 

I only use this on my desktop.

 

Last year when I was still on the Dropbox Plus plan with limited signing, I was having trouble setting up and managing the signatures and its settings. I was advised (in this community) to try logging in directly to the Hello Sign site (using my dropbox login). This worked - I could access the HelloSign/Dropbox Sign full app, which let me set it up properly and which was much easier and more comprehensive to use.

 

Now I am trying to get back into the full Dropbox Sign app, but cannot do so.

  • In Dropbox itself, I can click "signatures" on the left menu, but this gives me only a very abbreviated version of the functionality
  • If I go to Dropbox Sign (sign.dropbox.com, which then takes me to app.hellosign.com/account/login) and click "sign in with dropbox", it takes me straight back to dropbox.com/signatures; same as in the previous point
  • If I go to Dropbox Sign (sign.dropbox.com, which then takes me to app.hellosign.com/account/login) and enter my email address, it tells me there is an existing Dropbox account associated with that email, then takes me straight back to dropbox.com/signatures; same as in the first point again

However I approach it I always end up in Dropbox with a dumbed down version of Sign.

In this simplified version for example I cannot:

  • Upload, view or manage default signatures
  • Upload more than one file for signing (no option to send, for example, 3 documents to be signed as part of the same signature request
  • See who has/has not viewed or signed a pending document - I am limited to the email notifications that come through
  • Put a title for the signature request; every request is named whatever the file is named. This means I need to rename files so they are distinguishable to me in the signed documents list, which clashes with my normal file naming system
  • Remember the size of a signature/initials box within a document (in HelloSign it remembered if a box was resized and all subsequent instances of that box would be the new size; with Dropbox on the signatures tab, I need to resize again every time.

What am I doing wrong? How do I access the full Dropbox Sign (Hello Sign) app?

I know I don't get access to every feature within it with my plan, but I should still be able to access it for the basics shouldn't I?

The simplified version in Dropbox itself is so awkward to use I might have to switch providers otherwise.

 

Any help appreciated!

1 Accepted Solution

Accepted Solutions

Sanjs
Helpful | Level 6

So for anyone with the same question, it turns out that you cannot access the full Dropbox Sign (Hellosign) app to get the better functionality with the Dropbox Essentials plan.

You either need to be on one of the lower/free plans (that allow for 3 document requests per month), or have a specific Dropbox Sign plan. And you cannot subscribe to a Dropbox Sign plan with the same email you use for Dropbox - you need a different one. Otherwise you end up with the same problem of it redirecting straight back to the Sign section in Dropbox.

So much for integration.

View solution in original post

7 Replies 7

Walter
Dropbox Staff

Hi there @Sanjs - sorry to hear you're having issues with this and thanks for the detailed report. 

 

Since this would need some account specific information for further investigation, would it be OK if we sent you an email to open a support ticket on your behalf?

 

Let me know and we'll take it from there. 

 

PS: For more information about the Signatures page, you can have a look here


Walter
Community Moderator @ Dropbox
dropbox.com/support


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Sanjs
Helpful | Level 6

Hi Walter - yes that would be good if you could investigate this further. Feel free to send me an email - can you access this in your system?

Walter
Dropbox Staff

Sure thing @Sanjs - you've got :envelope:

 

Whenever you get the chance, please have a look at your inbox and we'll take it from there.


Walter
Community Moderator @ Dropbox
dropbox.com/support


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Sanjs
Helpful | Level 6

Thanks Walter.

Sanjs
Helpful | Level 6

So for anyone with the same question, it turns out that you cannot access the full Dropbox Sign (Hellosign) app to get the better functionality with the Dropbox Essentials plan.

You either need to be on one of the lower/free plans (that allow for 3 document requests per month), or have a specific Dropbox Sign plan. And you cannot subscribe to a Dropbox Sign plan with the same email you use for Dropbox - you need a different one. Otherwise you end up with the same problem of it redirecting straight back to the Sign section in Dropbox.

So much for integration.

kgsimpsonmsw
New member | Level 2
Go to solution

Well that totally s*&^!  I am having the same problem. Sign is awful in the Essentials plan....totally not worth it.  That's not acceptable, DROPBOX!!

Roga41
Dropbox Staff

Good day, 

 

If you were subscribed to the Dropbox Plus 2TB which allows limited signature requests, and you signed up for the Dropbox Sign Essentials plan that allows you unlimited signature requests, you may notice that both Dropbox Sign and Dropbox offer the Essentials plan however they differ on the storage feature because Dropbox Sign Essentials doesn't include the 3,000 GB storage. Whereas with Dropbox , if you were coming from Dropbox Plus and you upgraded to Dropbox Essentials 3000 GB, the system will generate an error if you already have a Dropbox Sign account with the same email address. So if you really need to be able to utilize the added features of Dropbox Essentials 3000 GB plan like the unlimited signature requests, you need to change your email from your Dropbox Sign ( as was suggested to you by one of our Staff) to a different email. Once changed, if you are already subscribed to the Dropbox Sign Essentials with no storage, you may opt to cancel it so you can just upgrade your Dropbox Plus 2TB to the Dropbox Essentials 3TB and the unlimited signature requests , among other features added should already work . Hope this helps

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    Roga41 Dropbox Staff
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    kgsimpsonmsw New member | Level 2
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    Sanjs Helpful | Level 6
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