How to connect Dropbox Sign to Salesforce

Important: All templates created and signature requests sent are handled by your connected user. We recommend that once you're live you maintain the same connected user. Switching users will prevent open signature requests from being completed in Salesforce, and existing templates will be inaccessible.

Notes:

• Only the system administrator needs to create the connection with Dropbox Sign. Provisioning users is completed later in the process.
• Once connected and using Dropbox Sign we recommend that you don't change the connected user as it will impact open signature requests and templates. Please contact our support team to discuss options.
• If you can't connect, make sure you're logged in to the correct Dropbox Sign account and that your Dropbox Sign and Salesforce email addresses match.