How to create and manage signable documents in Dropbox DocSend

eSignature requirements

• Links have not been created.
• No visits have been made.
• The document is not housed in an existing Space.
• The document is an accepted file type: .pdf, .doc, .docx, .ppt, .pptx, or .key.

1. Log in to docsend.com.
2. Click Content library.
3. Click the document you want to convert.
4. Click ☑ (more options).
5. Click Convert to Signable.
6. Click Save.
7. Create a link as outlined below.

Upload a signable document

1. Log in to docsend.com.
2. Click Content library.
3. Click Upload.
4. Click Signable Document from the dropdown menu.
5. Click Save.

1. Log in to docsend.com.
2. Tap Content library.
3. Tap Upload.
4. Tap Signable Document from the dropdown menu.
5. Click Save.

• Signer roles (up to 10 per document)
• Signature(s) (required)
• Name
• Email
• Initials
• Company
• Title
• Free form text (255 character limit)
  • The Free form text box only supports single line text (no wrapping).
  • Links are not supported.
• Date signed
  • Note: Dates will default to the international date format, yyyy-mm-dd, until adjusted. Once adjusted, the date field on all future documents will reflect the newly selected format.

Configure signer roles and custom fields on mobile

1. Click Edit Fields.
2. Configure your signer roles and custom fields.
3. Click Save Fields when complete.

Update signer roles and custom fields

1. Open the signable document from your content library.
2. Click ☑ (more options).
3. Click Customize.
4. Drag and drop the fields you want to include in your document for each signer.
5. Click Save

To update signer roles and custom fields on mobile:

1. Open the signable document from your content library.
2. Tap ☑ (more options).
3. Tap Customize.
4. Input your desired signer roles and fields.
5. To add more custom fields, click Edit fields on the top right corner and drag and drop different fields into your document.
6. Click Save.

To delete signer roles:

1. Open the signable document from your content library.
2. Click ☑  (more options).
3. Click Customize.
4. Select the signer you want to delete from the dropdown menu.
5. Click Delete last role.
6. Click Save.

Create a signable document link

1. Open the signable document from your content library.
2. Click Create Link in the top-right corner.
3. Assign Roles under the Signature Options section by inputting the signer’s email address.
   • Note: You can leave the Signer Roles blank so that anyone with access can sign.
4. Configure your preferred link settings.
5. Click Create Link.
6. Copy and Share your link.

• Locate the link you’d like to void.
• Click ☑ (more options).
• Click Void this link.
• Review the prompt and the email address impacted and select Void signable link.
• An email notification of the void will be sent to the signer(s).