Introduction
Integrating Box with your BoloForms Signature dashboard allows for seamless document management, making it easier to upload, sign, and store PDF files. By connecting your Box account to BoloForms, you can access and manage documents directly from Box, streamlining your workflow for digital signatures and signatures.
This step-by-step guide will show you how to do Box integration in your dashboard.
1. Click on Create Signature PDF
2. Click on Upload From Drive
3. Click on Upload From Box
4. Grant the access
5. Select the pdf from your Box account.
6. Click on Document Name
7. Click on Add Signer
8. Click on Enter email address
9. Add your Email subject here...
10. Add your Email body here.
11. Click on Confirm
12. Click on Required
13. Click on First Name
14. Click on Shagun Pippal
15. Click on Ishika Pippal (you)
16. Drag highlighted element
17. Click on First Name
18. Drag highlighted text area
19. Click on Send
20. Click on Send Via Email
21. Click on Start Signing
22. Click on image
23. Click on Finish
24. Click on Thank you for signing!…
25. Click on dropdown trigger
26. Click on Integrate With Box
27. Click on Connect to Box and click on view folders.
28. Ensure the document status is shown as "People with the link" before selecting the folder.
29. You can now see the document in your Box account.
Benefits of Box Integration with BoloForms Signature
Secure Storage
Storing signed documents in Box ensures secure and organized storage, allowing easy access whenever needed.
Streamlined Workflow
Integrating Box with BoloForms Signature eliminates the need to download and upload documents manually, improving efficiency.
Easy Collaboration
With Box integration, teams can collaborate more effectively by accessing and managing signed documents from a shared cloud storage system.
FAQs
How do I integrate Box with BoloForms Signature?
To integrate Box, go to the "Create Signature PDF" section, choose "Upload From Box," grant access, and select the file you want to upload.
Can I save signed documents directly to Box?
Yes, after signing the document, you can save it directly to Box by selecting "Integrate With Box" in the BoloForms dashboard.
Do I need a Box account to use this feature?
Yes, you need a Box account to upload documents from Box and store signed files in your Box storage.
How do I add multiple signers to a document?
After uploading the document, click on "Add Signer" and enter the email addresses of all the signers. You can add as many signers as needed.
What are the benefits of using Box with BoloForms?
Box integration allows secure cloud storage, easy access to documents, and streamlined workflows by directly saving and managing signed PDFs within your Box account.
Conclusion
Integrating Box with BoloForms Signature enhances your document management system, providing a seamless process for uploading, signing, and storing documents. By following this guide, you can easily link your Box account with BoloForms, allowing for efficient digital signatures and secure document storage. Start using Box integration today to streamline your contract management and document workflows.