How to create a template within Salesforce using Dropbox Sign

1. Use one of the following methods to begin creating the template:
   • To create a template from the Salesforce dashboard:
     1. Choose from Accounts, Contacts, Leads, or Opportunities (or any custom or standard object you’ve configured for use with Dropbox Sign).
     2. Click Use Dropbox Sign.
     3. Click Create a Template. 
   • To create a template from Dropbox Sign Templates in Salesforce:
     1. Navigate to the Dropbox Sign App.
     2. Click Dropbox Sign Templates.
     3. Click New or New Dropbox Sign Template.
2. Create the template properties, such as the name of the template, the source object, and how the template will be delivered.
3. Upload the document.
4. If you're using text tags on your template, on the File Source option, select the option File Attached to Record (otherwise the text tags won’t be recognized).
5. Define the signer roles and options for your template, such as:
   • 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 (lets the signer reassign the request to another signer).
6. 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 lets signers edit these fields during the signature request process, and for their responses to be “written back” to the respective field in Salesforce.
7. 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, which will will bypass the Dropbox Sign document preview window where users can review the document and any merge data before sending it.
8. Click Prepare Document. 
9. Drag and drop fields according to your preference. 
10. Click Continue.
11. Click Save Template.
12. To use your template straight away, click Publish. Or, if you still have changes to make, click Save as Draft.

Learn how to merge and configure writeback fields in the editor.