How to send for signature with Dropbox Sign

The Dropbox Sign integration lets you send files for signature, or sign files yourself, without leaving Dropbox. The signed files automatically save to your Dropbox account.

Note: Learn more about Dropbox Sign in the Dropbox Sign help center.

Connect Dropbox and Dropbox Sign

When you first send for a signature through Dropbox, you’ll be prompted to connect your Dropbox and Dropbox Sign accounts and accept the terms of service. A free Dropbox Sign account will be created with the email address you use for Dropbox, or if you already have a Dropbox Sign account with the same email address you use for Dropbox, the accounts will be connected. After your accounts are connected, you’ll also be able to sign into hellosign.com by clicking Sign in with Dropbox.

Send for a signature or sign a file

You can send a file in Dropbox for signature or sign a file yourself. To do so:

  1. Sign in to dropbox.com.
  2. Hover over the name of the file and click the check box that appears to the left.
  3. Click the arrow next to Share above the file thumbnail in the right sidebar.
    • If the thumbnail isn’t showing, click the arrow icon in the right sidebar.
  4. Click Send for signature.
  5. Choose who needs to sign:
    • If you’re the only signer, click I’m the only signer.
    • If you’re not the only signer, type their name and email address in the boxes. To add more signers, click Add signer. To remove a signer, click the delete icon (trash can) next to their email address. 
    • To request an attachment from a signer, click the paperclip icon next to their email address (available on the Dropbox Sign Standard and Premium plans).
  6. Click Next.
  7. Drag and drop fields onto the document where the signer(s) need to sign, and assign each field to a signer in the right sidebar.
    • Note: Each signer must be assigned at least one non-date field before you can continue to the next step.
  8. Click Next in the top right.
  9. Choose a filename and a Dropbox folder location for the signed copy of the file.
    • Note: The original file won’t be renamed or moved.
  10. Click Next in the top right.
  11. Confirm your signers and add anyone you’d like to be copied on the request.
  12. Add an email message, if you'd like.
  13. Click Send for signature.

Once your signed files are completed, you and all signers will receive email confirmations. Your signed files automatically save to your Dropbox account (in the location you chose) and to your connected Dropbox Sign account. If you delete a signed file from either Dropbox or Dropbox Sign, it will still be saved to the other account.

In your Dropbox account, while a file is waiting to be signed, an in-progress PDF version of the file named “[filename](in-progress).pdf” is saved to the location you chose. Once the file is signed, that file is replaced with a new, signed PDF file named “[filename](signed).pdf”.

Track and manage signature requests

You can track and manage your Dropbox Sign signature requests directly from Dropbox. To get started, sign in to the Dropbox Sign for Dropbox dashboard and:

  • Find the file(s) you need by using the Search bar at the top.
  • Click the Request signature button to request a signature.
  • Click the Pending tab to track and manage your in-progress requests. You can:
    • View the status, signer, and date of the current status.
    • Click the “” (ellipsis) at the right to take various actions, depending on the status, such as Preview, Download, Locate file, Remind signers, or Cancel request.
    • Click to select a file and view its details on the right.
  • Click the Completed tab to manage your completed requests. You can:
    • Click the “” (ellipsis) at the right to take various actions, such as Preview, Download, or Locate file.
    • Click to select a file and view its details on the right.

You’ll also get Dropbox and email notifications as your requests progress. Visit the Dropbox Sign help center for help with creating templates, requesting signatures, managing your requests, and more.

Keep in mind the request, size, and storage limits

If the Dropbox Sign account you connected to your Dropbox account is on the limited Free plan (which is the default plan), you can make 3 free signature requests per month. Learn about the limited Free plan and how to upgrade.

Single files uploaded to be signed can’t exceed 40MB or 500 pages. Learn about the supported file types and sizes.

Signed files take up space in your Dropbox account. If you run out of space in your Dropbox account while a file is in progress (waiting to be signed), you’ll see an error message, and the signed version of the file will save only to your Dropbox Sign account and not to your Dropbox account. Learn how much Dropbox storage space you have and how to buy more.

Admins: Manage the Dropbox Sign integration for your team

Admins on team accounts can turn the Dropbox Sign integration on or off for their entire team.

To turn the integration on or off:

  1. Sign in to dropbox.com with your admin credentials. 
  2. Click Admin console on the left.
  3. Click Settings on the left.
  4. Scroll down to Additional settings and click Send for signature.
  5. Toggle to On or Off.
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