cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 
Announcements
Share your feedback on the Document Scanning Experience in the Dropbox App right here.

Integrations

Find solutions to issues with third-party integrations from the Dropbox Community. Share advice and help members with their integration questions.

cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Re: Getting many signatures

Getting many signatures

mbravo
Explorer | Level 4
Go to solution

I want to create a template that needs to be signed individually by many people. Is there a way to do this other than sending the template individually to each person? Is bulk sending what can be used for this instance?

1 Accepted Solution

Accepted Solutions

Walter
Dropbox Staff
Go to solution

Hey @mbravo, thanks for using Dropbox and welcome to our Community!

 

You should be able to send signature requests in bulk by following these steps

 

Let me know if you have any other questions!


Walter
Community Moderator @ Dropbox
dropbox.com/support


Heart Did this post help you? If so, give it a Like below to let us know.
:arrows_counterclockwise: Need help with something else? Ask me a question!
:pushpin: Find Tips & Tricks Discover more ways to use Dropbox here!
:arrows_counterclockwise: Interested in Community Groups? Click here to join

View solution in original post

6 Replies 6

Walter
Dropbox Staff
Go to solution

Hey @mbravo, thanks for using Dropbox and welcome to our Community!

 

You should be able to send signature requests in bulk by following these steps

 

Let me know if you have any other questions!


Walter
Community Moderator @ Dropbox
dropbox.com/support


Heart Did this post help you? If so, give it a Like below to let us know.
:arrows_counterclockwise: Need help with something else? Ask me a question!
:pushpin: Find Tips & Tricks Discover more ways to use Dropbox here!
:arrows_counterclockwise: Interested in Community Groups? Click here to join

mbravo
Explorer | Level 4
Go to solution

Once I create a template and share with hundreds of users. Is it possible that once it is signed it returns named including their information? So instead of having 500 documents all named the same with the time it was signed Ex. "Document Template Mon, 14 Nov 2022 10h48m14s.pdf" it would return as "Document Template Signer Name".

Walter
Dropbox Staff
Go to solution

I'm not sure if this would do the trick, but maybe the auto-fill fields feature could help with what you had in mind @mbravo?


Walter
Community Moderator @ Dropbox
dropbox.com/support


Heart Did this post help you? If so, give it a Like below to let us know.
:arrows_counterclockwise: Need help with something else? Ask me a question!
:pushpin: Find Tips & Tricks Discover more ways to use Dropbox here!
:arrows_counterclockwise: Interested in Community Groups? Click here to join

mbravo
Explorer | Level 4
Go to solution

It may help, but I don't know what the format would be to export a Text field out to the File Name. @Walter 

Hannah
Dropbox Staff
Go to solution

Hey @mbravo, sorry to jump in here. 

 

It would seem that this is something that is not currently possible to do.

 

However, we appreciate you taking the time to write about it and I will make sure to pass your feedback along to our team.

 

Let us know if you have any questions!


Hannah
Community Moderator @ Dropbox
dropbox.com/support


Heart Did this post help you? If so, give it a Like below to let us know.
:arrows_counterclockwise: Need help with something else? Ask me a question!
:pushpin: Find Tips & Tricks Discover more ways to use Dropbox here!
:arrows_counterclockwise: Interested in Community Groups? Click here to join!

mbravo
Explorer | Level 4
Go to solution

@Hannah thank you for letting me know. It would be really helpful when dealing with bulk signatures if that could be added somehow.

Need more support?