How to create a template within Salesforce using Dropbox Sign

To create a template, choose from Accounts, Contacts, Leads, or Opportunities (or any custom or standard object you have configured for use with Dropbox Sign) on the Salesforce dashboard. Click Use Dropbox Sign, then select Create a Template.

 

1. Create the template properties -- the name of the template, the source object, and how the template will be delivered.
2. Upload the document of your choice.

3. Define the signer roles and options for your template. On this page you can define options such:
   • The roles that need to sign a document
   • The recipient type
   • Signer order (if you need to make sure that the document is signed by individuals in a specific order)
   • Signer reassignment (allows the signer to reassign the request to another signer)
4. Select merge and writeback fields.
   • With merge fields, you can include Salesforce data in your template. This data, when selected, will be mapped into your document either through the Dropbox Sign template editor or via text tags. 
   • In this step, you can search or browse the list of available fields for merge. If writeback is also available, there will be a writeback toggle displayed in the row. The writeback feature allows signers to be able to edit these fields during the signature request process, and for their responses to be “written back” to the respective field in Salesforce.
5. Choose the document title and optional message that will be sent when using the template. In this step, you also have the following options:
   • Restrict users ability to modify the document title and/or message
   • Skip the prepare screen, which will bypass the page in which users typically select recipients and add to the message
   • Skip preview will bypass the Dropbox Sign document preview window where users can review the document and any merge data before sending it
6. Once you've completed all the steps, click Prepare Document. 
7. It will bring you to our editor, where you'll be able to drag and drop fields according to your preference. 
8. When finished, click Continue and Save Template.

The last step will be acknowledging that your template is ready. If you would like to use it straight away, click Publish. If you still have a few modifications to make, you can select the option Save as Draft.